Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.40%
Stock 98.60%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 72.27%
Mid 16.60%
Small 11.13%
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Region Exposure

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

Americas 100.0%
100.0%
Canada 97.59%
United States 2.41%
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
53.92%
Materials
19.13%
Consumer Discretionary
2.58%
Financials
30.86%
Real Estate
1.36%
Sensitive
33.73%
Communication Services
1.78%
Energy
14.55%
Industrials
9.14%
Information Technology
8.27%
Defensive
7.81%
Consumer Staples
4.09%
Health Care
0.19%
Utilities
3.53%
Not Classified
4.54%
Non Classified Equity
4.54%
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