Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.06%
Stock 97.51%
Bond 0.16%
Convertible 0.00%
Preferred 0.00%
Other 1.27%
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Market Capitalization

As of October 31, 2025
Large 85.48%
Mid 12.32%
Small 2.20%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 99.68%
98.41%
Canada 80.59%
United States 17.81%
1.27%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.24%
United Kingdom 0.24%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
48.48%
Materials
12.97%
Consumer Discretionary
4.12%
Financials
29.71%
Real Estate
1.68%
Sensitive
43.54%
Communication Services
2.17%
Energy
13.76%
Industrials
12.45%
Information Technology
15.16%
Defensive
6.76%
Consumer Staples
3.53%
Health Care
1.57%
Utilities
1.66%
Not Classified
1.23%
Non Classified Equity
1.23%
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