Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.00%
Stock 97.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.58%
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Market Capitalization

As of March 31, 2026
Large 1.84%
Mid 25.11%
Small 73.05%
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Region Exposure

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

Americas 100.0%
100.0%
Canada 99.99%
United States 0.01%
0.00%
As of March 31, 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 0.00%

Stock Sector Exposure

Cyclical
44.18%
Materials
28.11%
Consumer Discretionary
1.85%
Financials
6.78%
Real Estate
7.43%
Sensitive
47.33%
Communication Services
0.00%
Energy
24.49%
Industrials
16.67%
Information Technology
6.17%
Defensive
8.49%
Consumer Staples
4.87%
Health Care
0.00%
Utilities
3.62%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 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