Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.85%
Stock 95.96%
Bond 3.07%
Convertible 0.00%
Preferred 0.00%
Other -0.89%
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Market Capitalization

As of October 31, 2025
Large 88.89%
Mid 6.40%
Small 4.71%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 97.09%
97.09%
Canada 90.79%
United States 6.30%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.83%
United Kingdom 0.00%
2.83%
France 2.28%
Ireland 0.55%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
65.23%
Materials
15.17%
Consumer Discretionary
4.79%
Financials
42.85%
Real Estate
2.42%
Sensitive
28.26%
Communication Services
4.41%
Energy
0.00%
Industrials
18.47%
Information Technology
5.39%
Defensive
6.50%
Consumer Staples
4.40%
Health Care
2.11%
Utilities
0.00%
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