Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.25%
Stock 96.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.13%
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Market Capitalization

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

% Developed Markets: 99.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.02%

Americas 99.62%
97.26%
Canada 89.92%
United States 7.34%
2.36%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.13%
United Kingdom 0.00%
0.13%
Ireland 0.07%
Sweden 0.05%
0.00%
0.00%
Greater Asia 0.23%
Japan 0.00%
0.23%
Australia 0.23%
0.00%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
47.04%
Materials
9.23%
Consumer Discretionary
4.60%
Financials
30.60%
Real Estate
2.61%
Sensitive
45.09%
Communication Services
3.06%
Energy
14.10%
Industrials
15.93%
Information Technology
12.00%
Defensive
7.73%
Consumer Staples
3.55%
Health Care
1.88%
Utilities
2.29%
Not Classified
0.15%
Non Classified Equity
0.15%
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