Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.72%
Stock 96.05%
Bond 3.22%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of June 30, 2026
Large 58.39%
Mid 33.53%
Small 8.08%
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Region Exposure

% Developed Markets: 99.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.12%

Americas 99.88%
99.88%
Canada 97.90%
United States 1.98%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
42.20%
Materials
11.48%
Consumer Discretionary
6.88%
Financials
23.83%
Real Estate
0.00%
Sensitive
40.36%
Communication Services
4.07%
Energy
7.30%
Industrials
22.66%
Information Technology
6.34%
Defensive
15.82%
Consumer Staples
8.47%
Health Care
0.00%
Utilities
7.34%
Not Classified
1.61%
Non Classified Equity
1.61%
As of June 30, 2026
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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