Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.04%
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Market Capitalization

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

% Developed Markets: 100.3%    % Emerging Markets: 1.77%    % Unidentified Markets: -2.04%

Americas 95.23%
94.59%
Canada 30.65%
United States 63.93%
0.64%
Brazil 0.64%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.81%
United Kingdom 2.01%
3.68%
France 0.67%
Ireland 1.67%
Italy 0.74%
Norway 0.60%
0.00%
1.12%
South Africa 1.12%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -2.04%

Stock Sector Exposure

Cyclical
40.33%
Materials
8.54%
Consumer Discretionary
0.00%
Financials
31.79%
Real Estate
0.00%
Sensitive
45.15%
Communication Services
3.01%
Energy
10.42%
Industrials
0.00%
Information Technology
31.72%
Defensive
14.51%
Consumer Staples
0.00%
Health Care
9.48%
Utilities
5.03%
Not Classified
0.01%
Non Classified Equity
0.01%
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