Asset Allocation

As of August 31, 2025.
Type % Net
Cash 4.11%
Stock 95.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of August 31, 2025
Large 72.65%
Mid 20.36%
Small 6.99%
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Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.26%

Americas 100.3%
99.69%
Canada 93.00%
United States 6.69%
0.57%
As of August 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 -0.26%

Stock Sector Exposure

Cyclical
52.94%
Materials
9.15%
Consumer Discretionary
4.42%
Financials
34.69%
Real Estate
4.68%
Sensitive
38.41%
Communication Services
1.18%
Energy
12.32%
Industrials
16.57%
Information Technology
8.34%
Defensive
6.22%
Consumer Staples
4.92%
Health Care
0.00%
Utilities
1.30%
Not Classified
2.43%
Non Classified Equity
2.43%
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