Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.49%
Stock 98.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of October 31, 2025
Large 72.05%
Mid 23.88%
Small 4.07%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 100.1%
99.72%
Canada 88.98%
United States 10.74%
0.33%
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%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
41.50%
Materials
8.19%
Consumer Discretionary
3.79%
Financials
28.62%
Real Estate
0.90%
Sensitive
46.59%
Communication Services
6.30%
Energy
7.97%
Industrials
20.92%
Information Technology
11.41%
Defensive
11.33%
Consumer Staples
10.05%
Health Care
0.00%
Utilities
1.28%
Not Classified
0.59%
Non Classified Equity
0.59%
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