Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.15%
Stock 94.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.45%
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Market Capitalization

As of September 30, 2025
Large 36.82%
Mid 24.57%
Small 38.61%
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Region Exposure

% Developed Markets: 93.81%    % Emerging Markets: 3.05%    % Unidentified Markets: 3.15%

Americas 79.35%
78.02%
Canada 25.16%
United States 52.86%
1.32%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.51%
United Kingdom 10.07%
4.39%
Belgium 0.89%
Ireland 3.50%
0.00%
3.05%
South Africa 3.05%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.15%

Stock Sector Exposure

Cyclical
64.57%
Materials
64.57%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
31.80%
Communication Services
0.00%
Energy
27.54%
Industrials
2.05%
Information Technology
2.20%
Defensive
2.28%
Consumer Staples
2.28%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.36%
Non Classified Equity
1.36%
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