Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.69%
Stock 94.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.50%
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Market Capitalization

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

% Developed Markets: 100.4%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.40%

Americas 100.4%
98.50%
Canada 77.67%
United States 20.84%
1.89%
As of September 30, 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 -0.40%

Stock Sector Exposure

Cyclical
52.59%
Materials
2.62%
Consumer Discretionary
7.61%
Financials
39.41%
Real Estate
2.95%
Sensitive
36.71%
Communication Services
1.99%
Energy
14.44%
Industrials
12.28%
Information Technology
8.00%
Defensive
9.81%
Consumer Staples
6.36%
Health Care
0.75%
Utilities
2.70%
Not Classified
0.88%
Non Classified Equity
0.88%
Not Classified - Non Equity
0.00%
As of September 30, 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