Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of September 30, 2025
Large 54.13%
Mid 25.16%
Small 20.71%
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Region Exposure

% Developed Markets: 100.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 98.91%
98.91%
Canada 97.61%
United States 1.30%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.03%
United Kingdom 1.02%
0.01%
France 0.01%
0.00%
0.00%
Greater Asia 0.06%
Japan 0.00%
0.04%
Australia 0.04%
0.02%
Singapore 0.02%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
60.28%
Materials
26.92%
Consumer Discretionary
5.56%
Financials
27.25%
Real Estate
0.55%
Sensitive
33.78%
Communication Services
1.95%
Energy
17.93%
Industrials
9.77%
Information Technology
4.12%
Defensive
5.47%
Consumer Staples
3.32%
Health Care
0.51%
Utilities
1.63%
Not Classified
0.48%
Non Classified Equity
0.48%
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