Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.10%
Stock 94.16%
Bond 4.61%
Convertible 0.00%
Preferred 0.05%
Other 1.07%
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Market Capitalization

As of April 30, 2026
Large 85.17%
Mid 10.94%
Small 3.88%
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Region Exposure

% Developed Markets: 99.86%    % Emerging Markets: 0.03%    % Unidentified Markets: 0.11%

Americas 99.85%
98.78%
Canada 95.90%
United States 2.88%
1.07%
Colombia 0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.04%
United Kingdom 0.01%
0.00%
0.00%
0.03%
South Africa 0.03%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
59.45%
Materials
7.40%
Consumer Discretionary
1.52%
Financials
48.59%
Real Estate
1.94%
Sensitive
28.13%
Communication Services
1.83%
Energy
15.36%
Industrials
10.72%
Information Technology
0.22%
Defensive
9.17%
Consumer Staples
5.03%
Health Care
0.30%
Utilities
3.84%
Not Classified
3.25%
Non Classified Equity
3.25%
Not Classified - Non Equity
0.00%
As of April 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