Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.60%
Stock 97.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.70%
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Market Capitalization

As of September 30, 2025
Large 85.46%
Mid 11.81%
Small 2.73%
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Region Exposure

% Developed Markets: 98.97%    % Emerging Markets: 0.13%    % Unidentified Markets: 0.90%

Americas 96.04%
94.65%
Canada 79.53%
United States 15.12%
1.39%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.21%
United Kingdom 0.53%
1.69%
Austria 0.00%
Belgium 0.00%
Denmark 0.06%
Finland 0.00%
France 0.36%
Germany 0.29%
Ireland 0.55%
Italy 0.00%
Netherlands 0.12%
Norway 0.00%
Portugal 0.00%
Spain 0.10%
Sweden 0.08%
Switzerland 0.11%
0.00%
0.00%
Israel 0.00%
Greater Asia 0.84%
Japan 0.37%
0.01%
Australia 0.01%
0.34%
Hong Kong 0.07%
Singapore 0.13%
Taiwan 0.14%
0.13%
China 0.08%
India 0.05%
Unidentified Region 0.90%

Stock Sector Exposure

Cyclical
49.60%
Materials
12.50%
Consumer Discretionary
3.46%
Financials
32.39%
Real Estate
1.25%
Sensitive
37.40%
Communication Services
2.80%
Energy
16.81%
Industrials
11.83%
Information Technology
5.95%
Defensive
11.82%
Consumer Staples
4.21%
Health Care
2.61%
Utilities
5.00%
Not Classified
1.18%
Non Classified Equity
1.18%
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