Asset Allocation

As of July 31, 2025.
Type % Net
Cash 4.61%
Stock 94.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.74%
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Market Capitalization

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

% Developed Markets: 96.48%    % Emerging Markets: 3.79%    % Unidentified Markets: -0.27%

Americas 64.24%
59.44%
Canada 22.56%
United States 36.88%
4.80%
Mexico 3.79%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.13%
United Kingdom 4.72%
29.42%
France 7.42%
Italy 8.80%
Netherlands 3.26%
Spain 7.51%
Switzerland 2.42%
0.00%
0.00%
Greater Asia 1.90%
Japan 0.00%
1.90%
Australia 1.90%
0.00%
0.00%
Unidentified Region -0.27%

Stock Sector Exposure

Cyclical
2.31%
Materials
0.78%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
1.53%
Sensitive
46.40%
Communication Services
0.00%
Energy
15.87%
Industrials
30.53%
Information Technology
0.00%
Defensive
51.29%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
51.29%
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