Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.59%
Stock 92.89%
Bond 1.66%
Convertible 0.00%
Preferred 0.00%
Other 4.86%
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Market Capitalization

As of January 31, 2026
Large 55.86%
Mid 33.09%
Small 11.05%
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Region Exposure

% Developed Markets: 99.80%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.20%

Americas 99.80%
96.66%
Canada 90.67%
United States 5.99%
3.14%
As of January 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 0.20%

Stock Sector Exposure

Cyclical
45.81%
Materials
12.59%
Consumer Discretionary
0.00%
Financials
31.15%
Real Estate
2.07%
Sensitive
49.27%
Communication Services
6.75%
Energy
12.63%
Industrials
19.85%
Information Technology
10.05%
Defensive
2.54%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
2.54%
Not Classified
2.38%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.38%
As of January 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