Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.55%
Stock 95.44%
Bond 1.82%
Convertible 0.00%
Preferred 0.00%
Other 1.19%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.23%

Americas 100.2%
100.2%
Canada 99.68%
United States 0.56%
0.00%
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 -0.23%

Stock Sector Exposure

Cyclical
47.39%
Materials
11.42%
Consumer Discretionary
15.34%
Financials
14.64%
Real Estate
5.99%
Sensitive
39.19%
Communication Services
1.81%
Energy
13.66%
Industrials
20.96%
Information Technology
2.76%
Defensive
13.42%
Consumer Staples
4.54%
Health Care
4.44%
Utilities
4.44%
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