Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.59%
Stock 98.91%
Bond 0.50%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 66.93%
Mid 21.73%
Small 11.34%
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Region Exposure

% Developed Markets: 95.31%    % Emerging Markets: 4.16%    % Unidentified Markets: 0.53%

Americas 67.61%
64.08%
Canada 20.92%
United States 43.17%
3.52%
Brazil 3.52%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.87%
United Kingdom 14.90%
16.33%
Denmark 0.96%
Finland 1.65%
Germany 1.09%
Ireland 5.55%
Norway 2.00%
Switzerland 3.17%
0.00%
Russia 0.00%
0.64%
South Africa 0.64%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
64.92%
Materials
64.92%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
31.80%
Communication Services
0.00%
Energy
30.74%
Industrials
1.06%
Information Technology
0.00%
Defensive
2.23%
Consumer Staples
2.23%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.05%
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