Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.99%
Stock 97.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.77%
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Market Capitalization

As of January 31, 2026
Large 73.49%
Mid 15.93%
Small 10.57%
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Region Exposure

% Developed Markets: 97.84%    % Emerging Markets: 0.21%    % Unidentified Markets: 1.95%

Americas 90.11%
89.84%
Canada 57.88%
United States 31.96%
0.27%
Brazil 0.12%
Mexico 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.96%
United Kingdom 2.23%
3.71%
Austria 0.02%
Belgium 0.02%
Denmark 0.12%
Finland 0.05%
France 1.05%
Germany 0.42%
Ireland 0.60%
Italy 0.13%
Netherlands 0.47%
Norway 0.07%
Portugal 0.00%
Spain 0.16%
Sweden 0.18%
Switzerland 0.37%
0.00%
0.02%
Israel 0.02%
Greater Asia 1.98%
Japan 1.08%
0.51%
Australia 0.48%
0.32%
Hong Kong 0.10%
Singapore 0.14%
South Korea 0.01%
Taiwan 0.06%
0.08%
China 0.05%
India 0.03%
Unidentified Region 1.95%

Stock Sector Exposure

Cyclical
45.87%
Materials
11.39%
Consumer Discretionary
6.12%
Financials
27.28%
Real Estate
1.08%
Sensitive
42.28%
Communication Services
4.22%
Energy
10.15%
Industrials
12.59%
Information Technology
15.32%
Defensive
9.21%
Consumer Staples
4.47%
Health Care
3.24%
Utilities
1.50%
Not Classified
2.64%
Non Classified Equity
0.34%
Not Classified - Non Equity
2.30%
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