Asset Allocation

As of September 30, 2025.
Type % Net
Cash 5.84%
Stock 89.11%
Bond 0.22%
Convertible 0.00%
Preferred 0.00%
Other 4.83%
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Market Capitalization

As of September 30, 2025
Large 37.36%
Mid 25.10%
Small 37.54%
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Region Exposure

% Developed Markets: 86.04%    % Emerging Markets: 6.09%    % Unidentified Markets: 7.87%

Americas 66.34%
60.59%
Canada 45.40%
United States 15.19%
5.75%
Argentina 0.35%
Brazil 5.41%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.02%
United Kingdom 9.43%
14.29%
Austria 0.48%
Belgium 0.44%
France 6.09%
Germany 2.28%
Ireland 1.70%
Italy 0.75%
Netherlands 1.47%
Norway -0.08%
Switzerland 0.71%
0.00%
0.31%
South Africa 0.31%
Greater Asia 1.76%
Japan 0.00%
1.42%
Australia 1.42%
0.34%
Singapore 0.16%
South Korea 0.18%
0.00%
Unidentified Region 7.87%

Stock Sector Exposure

Cyclical
49.52%
Materials
49.52%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
35.32%
Communication Services
0.00%
Energy
31.52%
Industrials
3.79%
Information Technology
0.00%
Defensive
1.68%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
1.68%
Not Classified
13.49%
Non Classified Equity
3.54%
Not Classified - Non Equity
9.95%
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