Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.19%
Stock 94.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of October 31, 2025
Large 54.73%
Mid 26.41%
Small 18.86%
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Region Exposure

% Developed Markets: 94.81%    % Emerging Markets: 4.97%    % Unidentified Markets: 0.22%

Americas 88.03%
88.03%
Canada 68.60%
United States 19.43%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.80%
United Kingdom 3.83%
0.00%
0.00%
4.97%
South Africa 4.97%
Greater Asia 2.95%
Japan 0.00%
2.95%
Australia 2.95%
0.00%
0.00%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
100.00%
Materials
100.00%
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
0.00%
Non Classified Equity
0.00%
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