Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.71%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of October 31, 2025
Large 57.09%
Mid 25.48%
Small 17.43%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.02%

Americas 99.42%
99.42%
Canada 96.49%
United States 2.94%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.60%
United Kingdom 0.60%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
58.14%
Materials
20.81%
Consumer Discretionary
6.37%
Financials
29.43%
Real Estate
1.53%
Sensitive
35.49%
Communication Services
2.33%
Energy
13.30%
Industrials
12.58%
Information Technology
7.28%
Defensive
5.86%
Consumer Staples
4.35%
Health Care
0.38%
Utilities
1.12%
Not Classified
0.51%
Non Classified Equity
0.51%
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