Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.41%
Stock 99.17%
Bond 0.27%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
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Market Capitalization

As of September 30, 2025
Large 57.26%
Mid 24.83%
Small 17.90%
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Region Exposure

% Developed Markets: 99.38%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.62%

Americas 86.40%
86.25%
Canada 41.07%
United States 45.18%
0.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.01%
United Kingdom 8.61%
3.40%
Ireland 1.54%
Portugal 1.86%
0.00%
0.00%
Greater Asia 0.97%
Japan 0.00%
0.97%
Australia 0.97%
0.00%
0.00%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
26.83%
Materials
26.83%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
72.31%
Communication Services
0.00%
Energy
72.31%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.86%
Non Classified Equity
0.13%
Not Classified - Non Equity
0.73%
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