Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.13%
Stock 94.79%
Bond 1.98%
Convertible 0.00%
Preferred 0.00%
Other 2.11%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.07%    % Emerging Markets: 0.08%    % Unidentified Markets: 1.84%

Americas 98.04%
96.31%
Canada 74.14%
United States 22.17%
1.73%
Mexico 0.02%
Peru 0.01%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.05%
United Kingdom 0.01%
0.00%
0.00%
0.04%
South Africa 0.04%
Greater Asia 0.07%
Japan 0.00%
0.05%
Australia 0.05%
0.00%
0.02%
China 0.01%
Indonesia 0.01%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
50.55%
Materials
8.73%
Consumer Discretionary
3.80%
Financials
31.04%
Real Estate
6.98%
Sensitive
30.29%
Communication Services
2.07%
Energy
7.52%
Industrials
17.62%
Information Technology
3.08%
Defensive
15.40%
Consumer Staples
5.22%
Health Care
3.38%
Utilities
6.80%
Not Classified
3.75%
Non Classified Equity
3.75%
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