Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.43%
Stock 99.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
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Market Capitalization

As of October 31, 2025
Large 75.96%
Mid 18.96%
Small 5.08%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 99.14%
99.14%
Canada 89.77%
United States 9.37%
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%
Denmark 0.00%
0.00%
0.00%
Greater Asia 0.44%
Japan 0.00%
0.44%
Australia 0.44%
0.00%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
53.78%
Materials
16.87%
Consumer Discretionary
5.11%
Financials
30.67%
Real Estate
1.13%
Sensitive
39.64%
Communication Services
1.99%
Energy
11.85%
Industrials
15.69%
Information Technology
10.11%
Defensive
6.57%
Consumer Staples
2.06%
Health Care
0.89%
Utilities
3.62%
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