Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.53%
Stock 93.33%
Bond 1.93%
Convertible 0.00%
Preferred 0.95%
Other 2.25%
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Market Capitalization

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

% Developed Markets: 96.31%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.69%

Americas 94.17%
92.98%
Canada 87.70%
United States 5.27%
1.20%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.14%
United Kingdom 0.77%
1.37%
Netherlands 0.89%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.69%

Stock Sector Exposure

Cyclical
43.13%
Materials
13.94%
Consumer Discretionary
3.95%
Financials
25.03%
Real Estate
0.21%
Sensitive
34.51%
Communication Services
0.93%
Energy
10.22%
Industrials
15.47%
Information Technology
7.89%
Defensive
10.07%
Consumer Staples
7.38%
Health Care
0.49%
Utilities
2.19%
Not Classified
7.60%
Non Classified Equity
7.60%
As of May 31, 2026
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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