Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.31%
Stock 97.61%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.08%
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Market Capitalization

As of January 31, 2026
Large 83.78%
Mid 13.97%
Small 2.25%
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Region Exposure

% Developed Markets: 99.74%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.19%

Americas 97.87%
96.98%
Canada 86.08%
United States 10.90%
0.89%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.40%
United Kingdom 0.43%
0.98%
Denmark 0.11%
France 0.25%
Germany 0.14%
Ireland 0.22%
Netherlands 0.03%
Spain 0.03%
Sweden 0.06%
Switzerland 0.14%
0.00%
0.00%
Greater Asia 0.54%
Japan 0.24%
0.00%
0.24%
Hong Kong 0.04%
Singapore 0.07%
Taiwan 0.12%
0.07%
China 0.03%
India 0.04%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
52.72%
Materials
16.44%
Consumer Discretionary
3.85%
Financials
31.69%
Real Estate
0.74%
Sensitive
32.89%
Communication Services
0.81%
Energy
16.51%
Industrials
11.36%
Information Technology
4.20%
Defensive
10.86%
Consumer Staples
3.71%
Health Care
2.43%
Utilities
4.72%
Not Classified
3.54%
Non Classified Equity
3.48%
Not Classified - Non Equity
0.06%
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