Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.39%
Stock 99.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.79%
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Market Capitalization

As of January 31, 2026
Large 74.90%
Mid 12.54%
Small 12.56%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 85.76%
85.76%
Canada 58.70%
United States 27.06%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.85%
United Kingdom 2.23%
10.61%
Denmark 0.51%
France 2.20%
Germany 1.49%
Ireland 1.66%
Italy 1.77%
Netherlands 1.68%
Switzerland 1.31%
0.00%
0.00%
Greater Asia 1.37%
Japan 1.37%
0.00%
0.00%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
47.31%
Materials
11.09%
Consumer Discretionary
6.54%
Financials
27.36%
Real Estate
2.31%
Sensitive
40.99%
Communication Services
4.85%
Energy
3.13%
Industrials
14.92%
Information Technology
18.09%
Defensive
11.71%
Consumer Staples
4.63%
Health Care
4.99%
Utilities
2.08%
Not Classified
0.00%
Non Classified Equity
0.00%
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