Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 94.49%
Bond 1.72%
Convertible 0.00%
Preferred 0.00%
Other 3.79%
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Market Capitalization

As of October 31, 2025
Large 84.35%
Mid 9.32%
Small 6.33%
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Region Exposure

% Developed Markets: 99.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.38%

Americas 99.62%
96.21%
Canada 91.56%
United States 4.65%
3.41%
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 0.38%

Stock Sector Exposure

Cyclical
53.42%
Materials
12.50%
Consumer Discretionary
3.62%
Financials
35.43%
Real Estate
1.87%
Sensitive
39.81%
Communication Services
2.44%
Energy
15.24%
Industrials
10.36%
Information Technology
11.77%
Defensive
6.76%
Consumer Staples
2.70%
Health Care
1.70%
Utilities
2.37%
Not Classified
0.00%
Non Classified Equity
0.00%
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