Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.70%
Stock 92.31%
Bond 1.34%
Convertible 0.00%
Preferred 0.00%
Other 3.64%
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Market Capitalization

As of October 31, 2025
Large 78.41%
Mid 10.76%
Small 10.83%
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Region Exposure

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

Americas 98.55%
96.06%
Canada 86.14%
United States 9.92%
2.50%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.45%
United Kingdom 0.00%
1.45%
Ireland 0.30%
Netherlands 0.16%
Switzerland 0.99%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
45.33%
Materials
10.40%
Consumer Discretionary
0.00%
Financials
34.93%
Real Estate
0.00%
Sensitive
50.51%
Communication Services
3.06%
Energy
12.35%
Industrials
17.61%
Information Technology
17.50%
Defensive
4.15%
Consumer Staples
0.64%
Health Care
3.51%
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