Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.86%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.47%
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Market Capitalization

As of July 31, 2025
Large 85.83%
Mid 12.20%
Small 1.97%
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Region Exposure

% Developed Markets: 99.83%    % Emerging Markets: 0.12%    % Unidentified Markets: 0.05%

Americas 97.19%
95.77%
Canada 79.87%
United States 15.90%
1.41%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.95%
United Kingdom 0.54%
1.41%
Denmark 0.02%
France 0.36%
Germany 0.33%
Ireland 0.31%
Netherlands 0.08%
Spain 0.13%
Sweden 0.08%
Switzerland 0.11%
0.00%
0.00%
Greater Asia 0.81%
Japan 0.34%
0.00%
0.35%
Hong Kong 0.07%
Singapore 0.13%
Taiwan 0.15%
0.12%
China 0.05%
India 0.07%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
48.63%
Materials
10.51%
Consumer Discretionary
3.15%
Financials
32.89%
Real Estate
2.07%
Sensitive
36.50%
Communication Services
1.27%
Energy
16.32%
Industrials
12.47%
Information Technology
6.44%
Defensive
11.37%
Consumer Staples
4.66%
Health Care
1.59%
Utilities
5.13%
Not Classified
3.50%
Non Classified Equity
3.44%
Not Classified - Non Equity
0.06%
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