Canada Life U.S. Carbon Transition Equity Fund W (MAX8347)
14.69
-0.10
(-0.70%)
CAD |
Dec 05 2025
MAX8347 Asset Allocations & Exposures
Asset Allocation
As of July 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.45% |
| Stock | 98.95% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.59% |
Market Capitalization
As of July 31, 2025
| Large | 77.46% |
| Mid | 16.76% |
| Small | 5.78% |
Region Exposure
| Americas | 95.79% |
|---|---|
|
North America
|
95.39% |
| Canada | 0.14% |
| United States | 95.25% |
|
Latin America
|
0.40% |
| Brazil | 0.13% |
As of July 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.05% |
|---|---|
| United Kingdom | 0.73% |
|
Europe Developed
|
2.32% |
| Ireland | 1.54% |
| Netherlands | 0.03% |
| Switzerland | 0.43% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.11% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.11% |
| Australia | 0.11% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.05% |
|---|
Stock Sector Exposure
| Cyclical |
|
30.57% |
| Materials |
|
2.17% |
| Consumer Discretionary |
|
10.73% |
| Financials |
|
15.51% |
| Real Estate |
|
2.16% |
| Sensitive |
|
54.52% |
| Communication Services |
|
9.18% |
| Energy |
|
3.02% |
| Industrials |
|
6.97% |
| Information Technology |
|
35.35% |
| Defensive |
|
14.72% |
| Consumer Staples |
|
3.09% |
| Health Care |
|
9.39% |
| Utilities |
|
2.23% |
| Not Classified |
|
0.19% |
| Non Classified Equity |
|
0.19% |
| Not Classified - Non Equity |
|
0.00% |
As of July 31, 2025
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 | -- |