Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.03%
Stock 91.93%
Bond 3.34%
Convertible 0.00%
Preferred 0.00%
Other 2.70%
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Market Capitalization

As of September 30, 2025
Large 91.57%
Mid 6.21%
Small 2.22%
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Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.67%

Americas 90.29%
90.29%
Canada 70.97%
United States 19.32%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.96%
United Kingdom 0.00%
5.96%
France 2.75%
Ireland 3.21%
0.00%
0.00%
Greater Asia 1.08%
Japan 0.00%
0.00%
1.08%
Taiwan 1.08%
0.00%
Unidentified Region 2.67%

Stock Sector Exposure

Cyclical
46.19%
Materials
10.79%
Consumer Discretionary
4.96%
Financials
30.44%
Real Estate
0.00%
Sensitive
39.04%
Communication Services
4.82%
Energy
18.87%
Industrials
10.04%
Information Technology
5.31%
Defensive
11.44%
Consumer Staples
4.58%
Health Care
4.14%
Utilities
2.72%
Not Classified
3.33%
Non Classified Equity
0.47%
Not Classified - Non Equity
2.86%
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