Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.63%
Stock 97.87%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 1.44%
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Market Capitalization

As of January 31, 2026
Large 69.33%
Mid 20.76%
Small 9.91%
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Region Exposure

% Developed Markets: 97.00%    % Emerging Markets: 0.07%    % Unidentified Markets: 2.94%

Americas 96.13%
95.95%
Canada 89.96%
United States 5.99%
0.18%
Brazil 0.05%
Colombia 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.85%
United Kingdom 0.49%
0.35%
France 0.26%
Ireland 0.01%
Netherlands 0.06%
Norway 0.02%
Switzerland 0.00%
0.00%
0.01%
South Africa 0.01%
Greater Asia 0.08%
Japan 0.00%
0.08%
Australia 0.08%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 2.94%

Stock Sector Exposure

Cyclical
54.37%
Materials
16.05%
Consumer Discretionary
5.39%
Financials
31.13%
Real Estate
1.80%
Sensitive
33.92%
Communication Services
1.43%
Energy
11.74%
Industrials
13.33%
Information Technology
7.42%
Defensive
6.92%
Consumer Staples
5.18%
Health Care
0.09%
Utilities
1.64%
Not Classified
4.80%
Non Classified Equity
4.63%
Not Classified - Non Equity
0.17%
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