Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.22%
Stock 96.12%
Bond 0.97%
Convertible 0.00%
Preferred 0.00%
Other 2.69%
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Market Capitalization

As of August 31, 2025
Large 19.26%
Mid 18.01%
Small 62.73%
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Region Exposure

% Developed Markets: 89.77%    % Emerging Markets: 9.94%    % Unidentified Markets: 0.28%

Americas 84.29%
74.72%
Canada 39.74%
United States 34.99%
9.57%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.35%
United Kingdom 2.85%
0.00%
0.00%
8.50%
South Africa 8.50%
Greater Asia 4.07%
Japan 0.00%
3.25%
Australia 3.25%
0.00%
0.83%
Kazakhstan 0.83%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
45.61%
Materials
45.61%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
53.25%
Communication Services
0.00%
Energy
53.25%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.14%
Non Classified Equity
0.15%
Not Classified - Non Equity
0.99%
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