Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.79%
Stock 99.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of July 31, 2025
Large 79.73%
Mid 17.07%
Small 3.20%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.01%

Americas 92.14%
92.14%
Canada 64.84%
United States 27.30%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.87%
United Kingdom 4.68%
3.19%
France 0.93%
Germany 1.20%
Switzerland 1.05%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
41.56%
Materials
5.70%
Consumer Discretionary
11.03%
Financials
24.83%
Real Estate
0.00%
Sensitive
33.54%
Communication Services
3.08%
Energy
7.05%
Industrials
11.44%
Information Technology
11.97%
Defensive
22.07%
Consumer Staples
7.86%
Health Care
7.20%
Utilities
7.01%
Not Classified
2.83%
Non Classified Equity
2.83%
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