Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.49%
Stock 96.83%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.68%
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Market Capitalization

As of October 31, 2025
Large 61.60%
Mid 19.63%
Small 18.78%
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Region Exposure

% Developed Markets: 99.15%    % Emerging Markets: 0.50%    % Unidentified Markets: 0.35%

Americas 92.60%
92.16%
Canada 68.99%
United States 23.17%
0.44%
Colombia 0.13%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.29%
United Kingdom 1.32%
3.94%
Finland 0.14%
France 0.80%
Germany 0.31%
Ireland 0.81%
Netherlands 0.82%
Norway 0.00%
Spain 0.19%
Sweden 0.08%
Switzerland 0.78%
0.00%
0.03%
Greater Asia 1.76%
Japan 0.64%
0.32%
Australia 0.32%
0.71%
Hong Kong 0.15%
Singapore 0.02%
Taiwan 0.54%
0.09%
India 0.09%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
43.15%
Materials
11.42%
Consumer Discretionary
8.12%
Financials
21.37%
Real Estate
2.24%
Sensitive
46.25%
Communication Services
2.28%
Energy
7.23%
Industrials
16.63%
Information Technology
20.11%
Defensive
9.65%
Consumer Staples
4.74%
Health Care
4.26%
Utilities
0.65%
Not Classified
0.96%
Non Classified Equity
0.95%
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