Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.33%
Stock 98.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 76.80%
Mid 18.15%
Small 5.05%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 100.0%
100.0%
Canada 97.98%
United States 2.02%
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 0.00%

Stock Sector Exposure

Cyclical
41.94%
Materials
10.48%
Consumer Discretionary
1.59%
Financials
28.28%
Real Estate
1.60%
Sensitive
45.76%
Communication Services
4.21%
Energy
14.69%
Industrials
15.26%
Information Technology
11.61%
Defensive
12.30%
Consumer Staples
5.99%
Health Care
0.00%
Utilities
6.31%
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