Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.21%
Stock 94.23%
Bond 0.22%
Convertible 0.00%
Preferred 0.00%
Other 5.34%
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Market Capitalization

As of January 31, 2026
Large 56.69%
Mid 26.84%
Small 16.47%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 100.0%
94.66%
Canada 94.35%
United States 0.31%
5.34%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
54.81%
Materials
4.00%
Consumer Discretionary
5.23%
Financials
40.01%
Real Estate
5.58%
Sensitive
31.02%
Communication Services
0.00%
Energy
12.19%
Industrials
15.45%
Information Technology
3.37%
Defensive
11.73%
Consumer Staples
7.61%
Health Care
1.28%
Utilities
2.83%
Not Classified
2.44%
Non Classified Equity
2.44%
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