Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.15%
Stock 98.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 96.31%
Mid 3.69%
Small 0.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.80%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.20%

Americas 99.80%
99.80%
Canada 93.04%
United States 6.76%
0.00%
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 0.20%

Stock Sector Exposure

Cyclical
57.34%
Materials
12.98%
Consumer Discretionary
2.57%
Financials
41.80%
Real Estate
0.00%
Sensitive
33.96%
Communication Services
2.12%
Energy
16.34%
Industrials
10.87%
Information Technology
4.63%
Defensive
8.69%
Consumer Staples
4.40%
Health Care
0.00%
Utilities
4.29%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

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