Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.30%
Stock 99.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Market Capitalization

As of October 31, 2025
Large 90.57%
Mid 9.43%
Small 0.00%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.15%

Americas 98.52%
98.24%
Canada 65.30%
United States 32.94%
0.29%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.63%
United Kingdom 0.00%
1.63%
Ireland 1.63%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
40.93%
Materials
8.10%
Consumer Discretionary
7.07%
Financials
25.76%
Real Estate
0.00%
Sensitive
35.84%
Communication Services
3.23%
Energy
18.28%
Industrials
6.87%
Information Technology
7.45%
Defensive
23.07%
Consumer Staples
6.60%
Health Care
10.73%
Utilities
5.74%
Not Classified
0.17%
Non Classified Equity
0.17%
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