Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.15%
Stock 99.25%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other -1.46%
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Market Capitalization

As of January 31, 2026
Large 48.75%
Mid 27.98%
Small 23.27%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 1.12%    % Unidentified Markets: -1.20%

Americas 78.21%
76.90%
Canada 20.92%
United States 55.99%
1.31%
Brazil 0.47%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.32%
United Kingdom 5.84%
8.00%
Belgium 0.33%
Denmark 0.38%
Finland 0.11%
France 3.01%
Germany 0.86%
Ireland 0.11%
Italy 0.51%
Netherlands 0.14%
Norway 0.70%
Portugal 0.50%
Spain 0.52%
Sweden 0.31%
Switzerland 0.50%
0.00%
0.48%
Israel 0.07%
South Africa 0.11%
United Arab Emirates 0.30%
Greater Asia 8.66%
Japan 3.21%
2.46%
Australia 2.46%
2.67%
Hong Kong 1.34%
Singapore 0.93%
South Korea 0.40%
0.32%
China 0.32%
Unidentified Region -1.20%

Stock Sector Exposure

Cyclical
50.80%
Materials
15.58%
Consumer Discretionary
1.43%
Financials
0.65%
Real Estate
33.13%
Sensitive
38.82%
Communication Services
0.87%
Energy
34.13%
Industrials
2.49%
Information Technology
1.33%
Defensive
7.31%
Consumer Staples
0.09%
Health Care
0.54%
Utilities
6.67%
Not Classified
3.07%
Non Classified Equity
3.07%
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