Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.07%
Stock 100.1%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 4.95%
Mid 46.65%
Small 48.40%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.07%

Americas 97.44%
97.44%
United States 97.44%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.63%
United Kingdom 0.00%
2.63%
Denmark 0.62%
Finland 0.75%
Switzerland 1.26%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.07%

Stock Sector Exposure

Cyclical
28.73%
Materials
1.87%
Consumer Discretionary
19.08%
Financials
7.78%
Real Estate
0.00%
Sensitive
48.27%
Communication Services
1.22%
Energy
0.00%
Industrials
21.58%
Information Technology
25.48%
Defensive
20.24%
Consumer Staples
1.23%
Health Care
19.02%
Utilities
0.00%
Not Classified
2.76%
Non Classified Equity
2.73%
Not Classified - Non Equity
0.03%
As of October 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available