Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.25%
Stock 95.40%
Bond 2.36%
Convertible 0.00%
Preferred 0.25%
Other 1.74%
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Market Capitalization

As of October 31, 2025
Large 83.90%
Mid 11.36%
Small 4.74%
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Region Exposure

% Developed Markets: 99.91%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.03%

Americas 99.90%
98.16%
Canada 96.54%
United States 1.62%
1.74%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.07%
United Kingdom 0.01%
0.00%
0.00%
0.06%
South Africa 0.06%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
58.76%
Materials
6.61%
Consumer Discretionary
1.38%
Financials
48.47%
Real Estate
2.30%
Sensitive
30.61%
Communication Services
2.31%
Energy
15.80%
Industrials
11.95%
Information Technology
0.55%
Defensive
10.03%
Consumer Staples
4.99%
Health Care
0.42%
Utilities
4.62%
Not Classified
0.61%
Non Classified Equity
0.61%
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