Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.12%
Stock 97.33%
Bond 2.13%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of January 31, 2026
Large 60.35%
Mid 25.39%
Small 14.25%
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Region Exposure

% Developed Markets: 99.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.42%

Americas 88.00%
88.00%
Canada 56.01%
United States 31.99%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.54%
United Kingdom 1.52%
9.02%
Denmark 0.34%
Finland 0.42%
France 0.80%
Germany 1.01%
Ireland 1.72%
Netherlands 0.86%
Norway 0.71%
Sweden 0.29%
Switzerland 2.87%
0.00%
0.00%
Greater Asia 1.04%
Japan 0.64%
0.29%
Australia 0.29%
0.11%
Singapore 0.11%
0.00%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
38.72%
Materials
7.14%
Consumer Discretionary
5.22%
Financials
23.88%
Real Estate
2.49%
Sensitive
38.02%
Communication Services
4.30%
Energy
5.46%
Industrials
18.57%
Information Technology
9.69%
Defensive
19.69%
Consumer Staples
9.19%
Health Care
7.89%
Utilities
2.62%
Not Classified
3.58%
Non Classified Equity
3.58%
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