Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.82%
Stock 69.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 26.44%
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Market Capitalization

As of October 31, 2025
Large 29.14%
Mid 49.77%
Small 21.09%
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Region Exposure

% Developed Markets: 96.03%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.97%

Americas 94.97%
94.97%
Canada 13.86%
United States 81.12%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.06%
United Kingdom 1.06%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.97%

Stock Sector Exposure

Cyclical
1.52%
Materials
1.52%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
90.24%
Communication Services
0.00%
Energy
88.36%
Industrials
1.87%
Information Technology
0.00%
Defensive
8.24%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
8.24%
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