Asset Allocation

As of July 31, 2025.
Type % Net
Cash 26.81%
Stock 72.31%
Bond -0.58%
Convertible 0.00%
Preferred 0.01%
Other 1.46%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.5%    % Emerging Markets: -0.43%    % Unidentified Markets: -0.11%

Americas 99.11%
98.81%
Canada 89.47%
United States 9.34%
0.30%
Argentina -0.01%
Brazil -0.03%
Chile -0.01%
Colombia -0.01%
Mexico -0.02%
Peru -0.01%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.08%
United Kingdom -0.13%
1.22%
Belgium -0.00%
France -0.00%
Germany 0.89%
Greece -0.00%
Ireland 0.13%
Netherlands -0.27%
Sweden -0.00%
Switzerland 0.00%
-0.05%
Czech Republic -0.00%
Poland -0.01%
Turkey -0.01%
0.04%
Egypt -0.01%
Israel 0.15%
Nigeria -0.00%
Qatar -0.01%
Saudi Arabia -0.02%
South Africa -0.02%
United Arab Emirates -0.02%
Greater Asia -0.07%
Japan 0.00%
-0.36%
Australia -0.36%
0.51%
Hong Kong -0.02%
Singapore -0.01%
South Korea -0.05%
Taiwan 0.59%
-0.22%
China -0.10%
India -0.07%
Indonesia -0.02%
Kazakhstan -0.00%
Malaysia -0.01%
Pakistan -0.00%
Philippines -0.01%
Thailand -0.00%
Unidentified Region -0.11%

Stock Sector Exposure

Cyclical
39.26%
Materials
7.77%
Consumer Discretionary
4.39%
Financials
25.21%
Real Estate
1.89%
Sensitive
50.25%
Communication Services
3.73%
Energy
11.65%
Industrials
18.35%
Information Technology
16.52%
Defensive
9.53%
Consumer Staples
2.90%
Health Care
2.24%
Utilities
4.39%
Not Classified
0.95%
Non Classified Equity
1.87%
Not Classified - Non Equity
-0.92%
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