Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.57%
Stock 91.26%
Bond 0.00%
Convertible 0.00%
Preferred 3.75%
Other 4.42%
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Market Capitalization

As of January 31, 2026
Large 13.43%
Mid 25.73%
Small 60.84%
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Region Exposure

% Developed Markets: 94.16%    % Emerging Markets: 5.84%    % Unidentified Markets: 0.00%

Americas 75.83%
70.00%
Canada 58.18%
United States 11.81%
5.84%
Brazil 5.84%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.15%
United Kingdom 1.42%
20.74%
France 10.32%
Netherlands 3.73%
Spain 2.50%
Switzerland 4.19%
0.00%
0.00%
Greater Asia 2.01%
Japan 2.01%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
23.24%
Materials
14.93%
Consumer Discretionary
5.87%
Financials
2.44%
Real Estate
0.00%
Sensitive
38.84%
Communication Services
0.00%
Energy
12.98%
Industrials
18.32%
Information Technology
7.54%
Defensive
35.65%
Consumer Staples
25.77%
Health Care
9.88%
Utilities
0.00%
Not Classified
2.27%
Non Classified Equity
2.27%
Not Classified - Non Equity
0.00%
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