Asset Allocation

As of October 31, 2025.
Type % Net
Cash 6.55%
Stock 91.66%
Bond 0.77%
Convertible 0.00%
Preferred 0.00%
Other 1.01%
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Market Capitalization

As of October 31, 2025
Large 58.51%
Mid 34.10%
Small 7.39%
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Region Exposure

% Developed Markets: 95.97%    % Emerging Markets: 0.81%    % Unidentified Markets: 3.22%

Americas 87.64%
87.64%
Canada 37.93%
United States 49.71%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.16%
United Kingdom 8.16%
0.00%
0.00%
0.00%
Greater Asia 0.98%
Japan 0.00%
0.15%
Australia 0.15%
0.01%
Singapore 0.01%
0.81%
India 0.81%
Unidentified Region 3.22%

Stock Sector Exposure

Cyclical
44.03%
Materials
44.03%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
46.67%
Communication Services
0.00%
Energy
46.67%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
9.30%
Non Classified Equity
1.92%
Not Classified - Non Equity
7.38%
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