Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.40%
Stock 97.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.50%
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Market Capitalization

As of August 31, 2025
Large 67.61%
Mid 22.71%
Small 9.68%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 98.96%
97.54%
Canada 92.42%
United States 5.13%
1.42%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.96%
United Kingdom 0.96%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
44.33%
Materials
13.33%
Consumer Discretionary
1.70%
Financials
26.33%
Real Estate
2.97%
Sensitive
44.08%
Communication Services
0.04%
Energy
15.17%
Industrials
15.91%
Information Technology
12.97%
Defensive
8.84%
Consumer Staples
3.73%
Health Care
1.03%
Utilities
4.08%
Not Classified
2.74%
Non Classified Equity
2.74%
Not Classified - Non Equity
0.00%
As of August 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