Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.66%
Stock 97.55%
Bond 0.66%
Convertible 0.00%
Preferred 0.07%
Other 0.05%
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Market Capitalization

As of July 31, 2026
Large 62.98%
Mid 21.57%
Small 15.44%
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Region Exposure

% Developed Markets: 99.62%    % Emerging Markets: 0.23%    % Unidentified Markets: 0.15%

Americas 99.44%
99.31%
Canada 95.92%
United States 3.38%
0.13%
Colombia 0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.39%
United Kingdom 0.05%
0.11%
France 0.03%
Ireland 0.08%
0.00%
0.22%
South Africa 0.22%
Greater Asia 0.02%
Japan 0.00%
0.02%
Australia 0.02%
0.00%
0.00%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
56.51%
Materials
14.44%
Consumer Discretionary
5.53%
Financials
33.71%
Real Estate
2.82%
Sensitive
30.10%
Communication Services
0.05%
Energy
8.76%
Industrials
16.13%
Information Technology
5.16%
Defensive
8.55%
Consumer Staples
3.46%
Health Care
0.65%
Utilities
4.45%
Not Classified
4.84%
Non Classified Equity
4.84%
As of July 31, 2026
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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