Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.57%
Stock 96.17%
Bond 1.68%
Convertible 0.00%
Preferred 0.00%
Other 1.58%
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Market Capitalization

As of June 30, 2026
Large 68.16%
Mid 19.47%
Small 12.37%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 99.85%
98.38%
Canada 94.86%
United States 3.51%
1.48%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.10%
United Kingdom 0.10%
0.00%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.04%
Australia 0.04%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
56.94%
Materials
14.42%
Consumer Discretionary
3.30%
Financials
38.09%
Real Estate
1.13%
Sensitive
29.74%
Communication Services
1.35%
Energy
10.77%
Industrials
11.13%
Information Technology
6.49%
Defensive
6.91%
Consumer Staples
3.05%
Health Care
0.54%
Utilities
3.32%
Not Classified
4.55%
Non Classified Equity
4.55%
As of June 30, 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