Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.85%
Stock 92.16%
Bond 0.25%
Convertible 0.00%
Preferred 0.00%
Other 4.74%
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Market Capitalization

As of July 31, 2025
Large 35.82%
Mid 27.69%
Small 36.50%
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Region Exposure

% Developed Markets: 85.23%    % Emerging Markets: 4.71%    % Unidentified Markets: 10.06%

Americas 62.69%
58.27%
Canada 42.49%
United States 15.78%
4.42%
Argentina 0.48%
Brazil 3.94%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.42%
United Kingdom 9.69%
16.44%
Austria 0.25%
Belgium 0.52%
France 7.30%
Germany 2.96%
Ireland 1.97%
Italy 0.77%
Netherlands 1.52%
Norway -0.11%
Switzerland 0.73%
0.00%
0.29%
South Africa 0.29%
Greater Asia 0.83%
Japan 0.00%
0.83%
Australia 0.83%
0.00%
0.00%
Unidentified Region 10.06%

Stock Sector Exposure

Cyclical
41.77%
Materials
41.77%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
40.89%
Communication Services
0.00%
Energy
36.81%
Industrials
4.08%
Information Technology
0.00%
Defensive
2.37%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
2.37%
Not Classified
14.97%
Non Classified Equity
3.78%
Not Classified - Non Equity
11.19%
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