Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.52%
Stock 97.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of September 30, 2025
Large 75.85%
Mid 15.18%
Small 8.96%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.09%

Americas 99.58%
99.58%
Canada 87.62%
United States 11.96%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.51%
United Kingdom 0.00%
0.51%
France 0.51%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
56.95%
Materials
9.02%
Consumer Discretionary
4.80%
Financials
38.00%
Real Estate
5.13%
Sensitive
31.73%
Communication Services
2.91%
Energy
10.23%
Industrials
12.23%
Information Technology
6.36%
Defensive
8.99%
Consumer Staples
4.57%
Health Care
2.16%
Utilities
2.27%
Not Classified
2.33%
Non Classified Equity
2.33%
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