Asset Allocation

As of May 31, 2024.
Type % Net
Cash 2.29%
Stock 95.75%
Bond 0.74%
Convertible 0.00%
Preferred 0.00%
Other 1.22%
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Market Capitalization

As of May 31, 2024
Large 57.02%
Mid 20.59%
Small 22.39%
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Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.07%

Americas 99.74%
98.97%
Canada 97.05%
United States 1.92%
0.77%
As of May 31, 2024. 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 0.19%
Japan 0.00%
0.19%
Australia 0.19%
0.00%
0.00%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
41.12%
Materials
8.75%
Consumer Discretionary
5.27%
Financials
24.91%
Real Estate
2.20%
Sensitive
45.33%
Communication Services
3.95%
Energy
10.77%
Industrials
20.33%
Information Technology
10.28%
Defensive
12.74%
Consumer Staples
8.96%
Health Care
0.35%
Utilities
3.43%
Not Classified
0.80%
Non Classified Equity
0.80%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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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