Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.76%
Stock 98.21%
Bond 1.03%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 69.02%
Mid 18.96%
Small 12.01%
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Region Exposure

% Developed Markets: 94.52%    % Emerging Markets: 4.80%    % Unidentified Markets: 0.68%

Americas 67.87%
64.15%
Canada 23.41%
United States 40.74%
3.71%
Brazil 3.71%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.45%
United Kingdom 15.92%
14.45%
Denmark 1.06%
Finland 1.15%
Germany 0.90%
Ireland 5.06%
Norway 1.83%
Switzerland 2.76%
0.00%
1.09%
South Africa 1.09%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
66.36%
Materials
66.36%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
29.98%
Communication Services
0.00%
Energy
28.66%
Industrials
1.33%
Information Technology
0.00%
Defensive
1.91%
Consumer Staples
1.91%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.75%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.74%
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