Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.14%
Stock 75.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 22.30%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 61.44%
Mid 15.81%
Small 22.74%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 72.58%    % Emerging Markets: 5.12%    % Unidentified Markets: 22.30%

Americas 68.46%
66.24%
Canada 48.93%
United States 17.31%
2.22%
Mexico 2.22%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.90%
United Kingdom 0.00%
0.00%
0.00%
2.90%
South Africa 2.90%
Greater Asia 6.34%
Japan 0.00%
6.34%
Australia 6.34%
0.00%
0.00%
Unidentified Region 22.30%

Stock Sector Exposure

Cyclical
100.00%
Materials
100.00%
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
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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