Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.05%
Stock 96.20%
Bond 0.10%
Convertible 0.00%
Preferred 0.00%
Other 2.65%
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Market Capitalization

As of July 31, 2026
Large 86.74%
Mid 10.25%
Small 3.01%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 99.77%
97.13%
Canada 93.63%
United States 3.50%
2.65%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.23%
United Kingdom 0.23%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
55.47%
Materials
13.85%
Consumer Discretionary
4.02%
Financials
36.05%
Real Estate
1.55%
Sensitive
32.80%
Communication Services
0.83%
Energy
13.91%
Industrials
10.84%
Information Technology
7.22%
Defensive
5.38%
Consumer Staples
4.16%
Health Care
0.30%
Utilities
0.92%
Not Classified
6.34%
Non Classified Equity
6.34%
As of July 31, 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