Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.88%
Stock 96.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.86%
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Market Capitalization

As of October 31, 2025
Large 76.27%
Mid 17.00%
Small 6.73%
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Region Exposure

% Developed Markets: 99.27%    % Emerging Markets: 0.42%    % Unidentified Markets: 0.31%

Americas 98.36%
97.87%
Canada 93.14%
United States 4.73%
0.49%
Colombia 0.42%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.73%
United Kingdom 0.73%
0.00%
0.00%
0.00%
Greater Asia 0.60%
Japan 0.00%
0.60%
Australia 0.60%
0.00%
0.00%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
57.89%
Materials
10.30%
Consumer Discretionary
3.83%
Financials
39.32%
Real Estate
4.44%
Sensitive
30.14%
Communication Services
3.50%
Energy
13.88%
Industrials
10.95%
Information Technology
1.81%
Defensive
10.06%
Consumer Staples
3.93%
Health Care
0.00%
Utilities
6.13%
Not Classified
1.91%
Non Classified Equity
1.91%
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