Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.96%
Stock 97.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.39%
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Market Capitalization

As of July 31, 2025
Large 85.74%
Mid 12.27%
Small 1.99%
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Region Exposure

% Developed Markets: 98.94%    % Emerging Markets: 0.12%    % Unidentified Markets: 0.95%

Americas 96.01%
94.60%
Canada 78.81%
United States 15.79%
1.41%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.21%
United Kingdom 0.51%
1.69%
Austria 0.00%
Belgium 0.00%
Denmark 0.02%
Finland 0.00%
France 0.36%
Germany 0.34%
Ireland 0.55%
Italy 0.00%
Netherlands 0.09%
Norway 0.00%
Portugal 0.00%
Spain 0.13%
Sweden 0.08%
Switzerland 0.11%
0.00%
0.00%
Israel 0.00%
Greater Asia 0.84%
Japan 0.36%
0.01%
Australia 0.01%
0.35%
Hong Kong 0.07%
Singapore 0.13%
Taiwan 0.15%
0.12%
China 0.05%
India 0.06%
Unidentified Region 0.95%

Stock Sector Exposure

Cyclical
49.01%
Materials
10.58%
Consumer Discretionary
3.37%
Financials
33.03%
Real Estate
2.03%
Sensitive
36.09%
Communication Services
1.10%
Energy
16.37%
Industrials
12.64%
Information Technology
5.98%
Defensive
11.48%
Consumer Staples
4.73%
Health Care
1.67%
Utilities
5.08%
Not Classified
3.43%
Non Classified Equity
3.43%
Not Classified - Non Equity
0.00%
As of July 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