Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.42%
Stock 96.76%
Bond 1.45%
Convertible 0.00%
Preferred 0.00%
Other 1.37%
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Market Capitalization

As of July 31, 2026
Large 67.29%
Mid 21.50%
Small 11.21%
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Region Exposure

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

Americas 100.0%
98.63%
Canada 95.98%
United States 2.65%
1.37%
As of July 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
44.30%
Materials
9.48%
Consumer Discretionary
0.38%
Financials
30.14%
Real Estate
4.31%
Sensitive
30.89%
Communication Services
2.32%
Energy
13.75%
Industrials
10.08%
Information Technology
4.74%
Defensive
20.61%
Consumer Staples
8.77%
Health Care
2.31%
Utilities
9.53%
Not Classified
4.20%
Non Classified Equity
4.20%
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