Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.65%
Stock 99.29%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of October 31, 2025
Large 76.01%
Mid 18.91%
Small 5.08%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.05%

Americas 99.51%
99.51%
Canada 90.09%
United States 9.41%
0.00%
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 0.44%
Japan 0.00%
0.44%
Australia 0.44%
0.00%
0.00%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
53.74%
Materials
16.87%
Consumer Discretionary
5.11%
Financials
30.64%
Real Estate
1.13%
Sensitive
39.68%
Communication Services
1.98%
Energy
11.87%
Industrials
15.68%
Information Technology
10.15%
Defensive
6.58%
Consumer Staples
2.06%
Health Care
0.89%
Utilities
3.63%
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