Beutel Goodman American Equity Class D (BTG774)
21.36
+0.01
(+0.07%)
CAD |
Jun 02 2026
BTG774 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.23% |
| Stock | 97.21% |
| Bond | 0.56% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2026
| Large | 36.42% |
| Mid | 29.25% |
| Small | 34.33% |
Region Exposure
| Americas | 90.52% |
|---|---|
|
North America
|
90.52% |
| Canada | 0.53% |
| United States | 89.99% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 9.48% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
9.48% |
| Ireland | 4.78% |
| Switzerland | 4.69% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
31.54% |
| Materials |
|
5.10% |
| Consumer Discretionary |
|
5.30% |
| Financials |
|
21.15% |
| Real Estate |
|
0.00% |
| Sensitive |
|
44.50% |
| Communication Services |
|
8.41% |
| Energy |
|
0.00% |
| Industrials |
|
17.47% |
| Information Technology |
|
18.61% |
| Defensive |
|
23.96% |
| Consumer Staples |
|
4.50% |
| Health Care |
|
19.46% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
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 | -- |