Description: Seeks to replicate, to the extent reasonably possible before fees and expenses, the performance of LibertyQ U.S. Large Cap Equity Index, or any successor thereto. It invests primarily in equity securities of large- and mid-capitalization U.S. issuers.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: US Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| US Equity | 100.02 | 0.00 | 100.02 |
| Cash | 0.00 | 0.02 | -0.02 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 27.91 | 23.13 |
| Healthcare | 19.86 | 15.82 |
| Consumer Cyclicals | 10.76 | 10.48 |
| Energy | 8.27 | 5.51 |
| Industrials | 8.22 | 9.25 |
| Financial Services | 7.07 | 13.97 |
| Consumer Defensive | 6.99 | 7.24 |
| Communication Services | 6.28 | 7.10 |
| Real Estate | 2.20 | 1.98 |
| Basic Materials | 1.58 | 2.76 |
| Utilities | 0.87 | 2.76 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 98.04 |
| Japan | 0.00 | 0.06 |
| Asia Emerging | 0.00 | 0.08 |
| Latin America | 0.00 | 0.02 |
| Asia Developed | 0.00 | 0.05 |
| United Kingdom | 0.00 | 0.93 |
| Europe Developed | 0.00 | 0.81 |
| Africa/Middle East | 0.00 | 0.00 |