Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.40%
Stock 94.21%
Bond 2.29%
Convertible 0.00%
Preferred 0.00%
Other 3.11%
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Market Capitalization

As of October 31, 2025
Large 81.34%
Mid 11.97%
Small 6.70%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.02%

Americas 100.0%
96.89%
Canada 85.31%
United States 11.58%
3.13%
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 -0.02%

Stock Sector Exposure

Cyclical
57.46%
Materials
13.16%
Consumer Discretionary
2.51%
Financials
38.34%
Real Estate
3.46%
Sensitive
36.59%
Communication Services
3.36%
Energy
15.83%
Industrials
11.84%
Information Technology
5.56%
Defensive
5.94%
Consumer Staples
3.86%
Health Care
2.09%
Utilities
0.00%
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