Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.11%
Stock 97.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.55%
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Market Capitalization

As of September 30, 2025
Large 1.13%
Mid 2.86%
Small 96.02%
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Region Exposure

% Developed Markets: 95.82%    % Emerging Markets: 0.67%    % Unidentified Markets: 3.51%

Americas 83.90%
83.90%
Canada 76.97%
United States 6.93%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.67%
United Kingdom 0.35%
0.00%
0.00%
0.32%
Greater Asia 11.92%
Japan 0.00%
11.92%
Australia 11.92%
0.00%
0.00%
Unidentified Region 3.51%

Stock Sector Exposure

Cyclical
93.98%
Materials
92.89%
Consumer Discretionary
0.74%
Financials
0.34%
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
6.02%
Non Classified Equity
6.02%
Not Classified - Non Equity
0.00%
As of September 30, 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