Asset Allocation

As of May 31, 2025.
Type % Net
Cash 1.04%
Stock 98.62%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

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

% Developed Markets: 97.44%    % Emerging Markets: 2.02%    % Unidentified Markets: 0.53%

Americas 82.22%
82.22%
Canada 19.71%
United States 62.51%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.18%
United Kingdom 10.42%
4.76%
Belgium 0.00%
France 4.07%
Ireland 0.68%
0.00%
0.00%
Greater Asia 2.07%
Japan 0.01%
0.02%
Australia 0.02%
0.01%
Singapore 0.01%
2.02%
India 2.02%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
49.19%
Materials
49.19%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
48.99%
Communication Services
0.00%
Energy
48.99%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.82%
Non Classified Equity
0.66%
Not Classified - Non Equity
1.16%
As of May 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