Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.32%
Stock 97.09%
Bond 0.73%
Convertible 0.00%
Preferred 0.00%
Other 1.86%
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Market Capitalization

As of March 31, 2026
Large 90.06%
Mid 9.18%
Small 0.77%
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Region Exposure

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

Americas 100.0%
98.14%
Canada 82.44%
United States 15.70%
1.86%
As of March 31, 2026. 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
54.87%
Materials
12.37%
Consumer Discretionary
4.49%
Financials
36.85%
Real Estate
1.17%
Sensitive
32.89%
Communication Services
0.00%
Energy
15.55%
Industrials
14.00%
Information Technology
3.34%
Defensive
6.24%
Consumer Staples
4.40%
Health Care
0.00%
Utilities
1.84%
Not Classified
6.00%
Non Classified Equity
6.00%
Not Classified - Non Equity
0.00%
As of March 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