Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.94%
Stock 98.70%
Bond 0.36%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 72.45%
Mid 23.44%
Small 4.11%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 77.00%
77.00%
Canada 16.68%
United States 60.31%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.57%
United Kingdom 12.54%
10.03%
France 7.58%
Portugal 1.30%
Spain 1.15%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
98.36%
Communication Services
0.00%
Energy
98.36%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.92%
Consumer Staples
0.92%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.71%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.71%
As of July 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