Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.68%
Stock 93.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.14%
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Market Capitalization

As of October 31, 2025
Large 61.28%
Mid 25.76%
Small 12.97%
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Region Exposure

% Developed Markets: 93.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.08%

Americas 93.92%
92.77%
Canada 83.40%
United States 9.38%
1.14%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 6.08%

Stock Sector Exposure

Cyclical
49.59%
Materials
13.10%
Consumer Discretionary
4.55%
Financials
30.94%
Real Estate
1.00%
Sensitive
38.92%
Communication Services
0.00%
Energy
13.98%
Industrials
16.62%
Information Technology
8.32%
Defensive
11.07%
Consumer Staples
4.60%
Health Care
0.00%
Utilities
6.47%
Not Classified
0.43%
Non Classified Equity
0.43%
Not Classified - Non Equity
0.00%
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