Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.37%
Stock 97.48%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other 1.54%
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Market Capitalization

As of October 31, 2025
Large 76.64%
Mid 14.29%
Small 9.07%
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Region Exposure

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

Americas 99.60%
98.06%
Canada 93.90%
United States 4.17%
1.54%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.29%
United Kingdom 0.29%
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
53.12%
Materials
15.36%
Consumer Discretionary
3.09%
Financials
32.77%
Real Estate
1.90%
Sensitive
40.19%
Communication Services
1.46%
Energy
15.12%
Industrials
12.07%
Information Technology
11.53%
Defensive
5.47%
Consumer Staples
3.17%
Health Care
0.29%
Utilities
2.02%
Not Classified
1.21%
Non Classified Equity
1.21%
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