Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.78%
Stock 85.82%
Bond 0.87%
Convertible 0.00%
Preferred 0.00%
Other 12.53%
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Market Capitalization

As of September 30, 2025
Large 20.57%
Mid 25.41%
Small 54.02%
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Region Exposure

% Developed Markets: 81.05%    % Emerging Markets: 1.38%    % Unidentified Markets: 17.57%

Americas 70.80%
69.79%
Canada 53.62%
United States 16.17%
1.01%
Peru 1.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.27%
United Kingdom -0.09%
0.00%
0.00%
0.37%
South Africa 0.37%
Greater Asia 11.36%
Japan 0.00%
11.36%
Australia 11.36%
0.00%
0.00%
Unidentified Region 17.57%

Stock Sector Exposure

Cyclical
91.96%
Materials
91.96%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
8.04%
Non Classified Equity
4.63%
Not Classified - Non Equity
3.41%
As of September 30, 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