Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.89%
Stock 98.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.39%
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Market Capitalization

As of January 31, 2026
Large 23.24%
Mid 27.11%
Small 49.65%
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Region Exposure

% Developed Markets: 95.66%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.34%

Americas 86.77%
86.77%
Canada 76.11%
United States 10.66%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.14%
United Kingdom 4.14%
0.00%
0.00%
0.00%
Greater Asia 4.75%
Japan 0.00%
4.75%
Australia 4.75%
0.00%
0.00%
Unidentified Region 4.34%

Stock Sector Exposure

Cyclical
95.20%
Materials
95.20%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.80%
Non Classified Equity
4.80%
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