Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.46%
Stock 93.65%
Bond 0.97%
Convertible 0.00%
Preferred 0.00%
Other 4.92%
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Market Capitalization

As of January 31, 2026
Large 55.62%
Mid 34.05%
Small 10.34%
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Region Exposure

% Developed Markets: 99.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.11%

Americas 99.89%
96.70%
Canada 90.69%
United States 6.01%
3.18%
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 0.11%

Stock Sector Exposure

Cyclical
46.25%
Materials
12.68%
Consumer Discretionary
0.00%
Financials
31.48%
Real Estate
2.09%
Sensitive
49.78%
Communication Services
6.84%
Energy
12.76%
Industrials
20.02%
Information Technology
10.16%
Defensive
2.58%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
2.58%
Not Classified
1.39%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.39%
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