Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.64%
Stock 99.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.29%
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Market Capitalization

As of September 30, 2025
Large 79.49%
Mid 17.27%
Small 3.24%
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Region Exposure

% Developed Markets: 99.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.29%

Americas 91.94%
91.94%
Canada 61.53%
United States 30.40%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.77%
United Kingdom 4.57%
3.20%
France 1.03%
Germany 1.10%
Switzerland 1.07%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
41.59%
Materials
6.19%
Consumer Discretionary
10.91%
Financials
24.49%
Real Estate
0.00%
Sensitive
36.64%
Communication Services
5.97%
Energy
7.38%
Industrials
11.40%
Information Technology
11.89%
Defensive
21.77%
Consumer Staples
7.25%
Health Care
7.53%
Utilities
7.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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