Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.34%
Stock 96.24%
Bond 1.63%
Convertible 0.00%
Preferred 0.00%
Other 1.79%
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Market Capitalization

As of October 31, 2025
Large 78.20%
Mid 13.50%
Small 8.30%
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Region Exposure

% Developed Markets: 99.90%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.10%

Americas 99.66%
97.87%
Canada 96.48%
United States 1.39%
1.79%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.25%
United Kingdom 0.25%
0.00%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
53.42%
Materials
14.46%
Consumer Discretionary
2.90%
Financials
32.41%
Real Estate
3.65%
Sensitive
38.56%
Communication Services
0.94%
Energy
16.69%
Industrials
10.59%
Information Technology
10.34%
Defensive
7.80%
Consumer Staples
4.33%
Health Care
0.27%
Utilities
3.20%
Not Classified
0.22%
Non Classified Equity
0.22%
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