Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.63%
Stock 96.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.63%
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Market Capitalization

As of October 31, 2025
Large 78.70%
Mid 14.64%
Small 6.66%
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Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.05%    % Unidentified Markets: 0.48%

Americas 95.76%
95.17%
Canada 84.60%
United States 10.57%
0.60%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.40%
United Kingdom 0.21%
3.19%
Denmark 0.02%
France 1.02%
Germany 0.11%
Ireland 0.98%
Netherlands 0.03%
Spain 0.04%
Sweden 0.03%
Switzerland 0.95%
0.00%
0.00%
Greater Asia 0.36%
Japan 0.16%
0.01%
Australia 0.01%
0.15%
Hong Kong 0.03%
Singapore 0.05%
Taiwan 0.07%
0.05%
China 0.02%
India 0.02%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
51.83%
Materials
9.35%
Consumer Discretionary
2.80%
Financials
36.69%
Real Estate
2.98%
Sensitive
34.13%
Communication Services
2.29%
Energy
13.52%
Industrials
11.59%
Information Technology
6.73%
Defensive
11.85%
Consumer Staples
4.03%
Health Care
2.90%
Utilities
4.92%
Not Classified
2.19%
Non Classified Equity
2.19%
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