Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.45%
Stock 95.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.61%
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Market Capitalization

As of October 31, 2025
Large 42.42%
Mid 27.10%
Small 30.49%
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Region Exposure

% Developed Markets: 99.02%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.98%

Americas 99.02%
96.41%
Canada 91.88%
United States 4.53%
2.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
56.41%
Materials
14.28%
Consumer Discretionary
5.27%
Financials
32.68%
Real Estate
4.17%
Sensitive
29.98%
Communication Services
4.17%
Energy
10.50%
Industrials
10.54%
Information Technology
4.76%
Defensive
13.62%
Consumer Staples
9.47%
Health Care
0.00%
Utilities
4.15%
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