Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.19%
Stock 93.89%
Bond 2.55%
Convertible 0.00%
Preferred 0.01%
Other 3.36%
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Market Capitalization

As of October 31, 2025
Large 73.75%
Mid 10.65%
Small 15.60%
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Region Exposure

% Developed Markets: 99.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.12%

Americas 99.88%
96.84%
Canada 94.23%
United States 2.62%
3.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
56.70%
Materials
8.62%
Consumer Discretionary
0.74%
Financials
37.40%
Real Estate
9.95%
Sensitive
30.48%
Communication Services
1.36%
Energy
17.88%
Industrials
10.91%
Information Technology
0.33%
Defensive
12.57%
Consumer Staples
4.80%
Health Care
0.92%
Utilities
6.85%
Not Classified
0.25%
Non Classified Equity
0.25%
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