Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.76%
Stock 90.53%
Bond 0.27%
Convertible 0.00%
Preferred 0.00%
Other 5.45%
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Market Capitalization

As of July 31, 2025
Large 34.63%
Mid 27.17%
Small 38.21%
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Region Exposure

% Developed Markets: 84.58%    % Emerging Markets: 4.51%    % Unidentified Markets: 10.92%

Americas 62.48%
58.26%
Canada 43.30%
United States 14.95%
4.23%
Argentina 0.37%
Brazil 3.86%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.73%
United Kingdom 9.86%
15.61%
Austria 0.27%
Belgium 0.54%
France 6.82%
Germany 2.70%
Ireland 1.89%
Italy 0.71%
Netherlands 1.54%
Norway -0.03%
Switzerland 0.64%
0.00%
0.26%
South Africa 0.26%
Greater Asia 0.87%
Japan 0.00%
0.87%
Australia 0.87%
0.00%
0.00%
Unidentified Region 10.92%

Stock Sector Exposure

Cyclical
43.59%
Materials
43.59%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
44.76%
Communication Services
0.00%
Energy
40.46%
Industrials
4.30%
Information Technology
0.00%
Defensive
2.98%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
2.98%
Not Classified
8.67%
Non Classified Equity
5.08%
Not Classified - Non Equity
3.59%
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