Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.33%
Stock 95.80%
Bond 0.32%
Convertible 0.00%
Preferred 0.00%
Other 3.55%
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Market Capitalization

As of October 31, 2025
Large 44.32%
Mid 31.27%
Small 24.41%
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Region Exposure

% Developed Markets: 89.57%    % Emerging Markets: 4.09%    % Unidentified Markets: 6.34%

Americas 83.22%
83.22%
Canada 67.78%
United States 15.44%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.35%
United Kingdom 4.26%
0.00%
Belgium 0.00%
0.00%
4.09%
South Africa 4.09%
Greater Asia 2.09%
Japan 0.00%
2.09%
Australia 2.09%
0.00%
0.00%
Unidentified Region 6.34%

Stock Sector Exposure

Cyclical
93.86%
Materials
93.86%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
6.14%
Non Classified Equity
2.50%
Not Classified - Non Equity
3.64%
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