Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.16%
Stock 95.82%
Bond 3.78%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of October 31, 2025
Large 91.62%
Mid 6.25%
Small 2.13%
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Region Exposure

% Developed Markets: 99.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.26%

Americas 93.06%
93.06%
Canada 75.93%
United States 17.13%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.51%
United Kingdom 0.00%
5.51%
France 2.14%
Ireland 3.37%
0.00%
0.00%
Greater Asia 1.17%
Japan 0.00%
0.00%
1.17%
Taiwan 1.17%
0.00%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
45.75%
Materials
8.48%
Consumer Discretionary
5.26%
Financials
32.02%
Real Estate
0.00%
Sensitive
40.39%
Communication Services
4.03%
Energy
18.99%
Industrials
10.54%
Information Technology
6.83%
Defensive
12.99%
Consumer Staples
5.52%
Health Care
3.94%
Utilities
3.53%
Not Classified
0.86%
Non Classified Equity
0.62%
Not Classified - Non Equity
0.25%
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