Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.35%
Stock 97.70%
Bond 1.30%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
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Market Capitalization

As of October 31, 2025
Large 69.87%
Mid 19.12%
Small 11.01%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 100.0%
99.35%
Canada 96.80%
United States 2.56%
0.65%
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 0.00%

Stock Sector Exposure

Cyclical
43.78%
Materials
8.52%
Consumer Discretionary
0.39%
Financials
30.26%
Real Estate
4.60%
Sensitive
34.50%
Communication Services
3.38%
Energy
11.79%
Industrials
11.91%
Information Technology
7.42%
Defensive
20.13%
Consumer Staples
8.81%
Health Care
1.97%
Utilities
9.35%
Not Classified
1.59%
Non Classified Equity
1.59%
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