Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.23%
Stock 98.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.58%
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Market Capitalization

As of October 31, 2025
Large 77.68%
Mid 14.26%
Small 8.06%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.09%

Americas 90.55%
90.55%
Canada 74.06%
United States 16.48%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.54%
United Kingdom 2.23%
7.31%
Germany 1.79%
Ireland 1.16%
Netherlands 2.61%
Switzerland 1.75%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
45.76%
Materials
5.88%
Consumer Discretionary
6.25%
Financials
33.63%
Real Estate
0.00%
Sensitive
40.08%
Communication Services
4.55%
Energy
17.01%
Industrials
8.08%
Information Technology
10.44%
Defensive
14.16%
Consumer Staples
8.36%
Health Care
3.98%
Utilities
1.82%
Not Classified
0.00%
Non Classified Equity
0.00%
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