Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 97.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.26%
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Market Capitalization

As of September 30, 2025
Large 55.70%
Mid 19.46%
Small 24.84%
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Region Exposure

% Developed Markets: 92.79%    % Emerging Markets: 4.91%    % Unidentified Markets: 2.30%

Americas 90.25%
90.25%
Canada 73.33%
United States 16.91%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.63%
United Kingdom 1.23%
0.00%
0.00%
3.41%
South Africa 3.41%
Greater Asia 2.82%
Japan 0.00%
1.17%
Australia 1.17%
0.15%
Hong Kong 0.15%
1.50%
China 1.50%
Unidentified Region 2.30%

Stock Sector Exposure

Cyclical
99.96%
Materials
99.96%
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
0.04%
Non Classified Equity
0.04%
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