Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.52%
Stock 98.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 74.08%
Mid 14.06%
Small 11.86%
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Region Exposure

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

Americas 100.0%
100.0%
Canada 98.12%
United States 1.88%
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
52.00%
Materials
14.62%
Consumer Discretionary
2.66%
Financials
33.28%
Real Estate
1.44%
Sensitive
40.72%
Communication Services
1.62%
Energy
16.60%
Industrials
10.30%
Information Technology
12.20%
Defensive
7.15%
Consumer Staples
3.95%
Health Care
0.20%
Utilities
3.00%
Not Classified
0.13%
Non Classified Equity
0.13%
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