Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.06%
Stock 97.65%
Bond 1.62%
Convertible 0.00%
Preferred 0.00%
Other 0.66%
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Market Capitalization

As of July 31, 2025
Large 77.09%
Mid 16.52%
Small 6.39%
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Region Exposure

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

Americas 100.0%
99.34%
Canada 87.91%
United States 11.43%
0.66%
As of July 31, 2025. 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
53.18%
Materials
11.40%
Consumer Discretionary
3.50%
Financials
38.21%
Real Estate
0.08%
Sensitive
35.20%
Communication Services
0.50%
Energy
12.12%
Industrials
15.16%
Information Technology
7.42%
Defensive
11.62%
Consumer Staples
4.88%
Health Care
1.77%
Utilities
4.97%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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