Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.41%
Stock 94.26%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 5.21%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.04%

Americas 100.0%
94.84%
Canada 94.84%
United States 0.00%
5.21%
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 -0.04%

Stock Sector Exposure

Cyclical
54.22%
Materials
3.89%
Consumer Discretionary
4.19%
Financials
42.60%
Real Estate
3.53%
Sensitive
28.99%
Communication Services
5.02%
Energy
22.93%
Industrials
1.04%
Information Technology
0.00%
Defensive
13.47%
Consumer Staples
0.83%
Health Care
0.97%
Utilities
11.68%
Not Classified
3.32%
Non Classified Equity
3.17%
Not Classified - Non Equity
0.14%
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