Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.74%
Stock 87.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 8.73%
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Market Capitalization

As of January 31, 2026
Large 30.10%
Mid 26.99%
Small 42.91%
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Region Exposure

% Developed Markets: 82.09%    % Emerging Markets: 4.27%    % Unidentified Markets: 13.65%

Americas 68.91%
68.91%
Canada 60.34%
United States 8.57%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.10%
United Kingdom 3.10%
0.00%
0.00%
4.00%
South Africa 4.00%
Greater Asia 10.35%
Japan 0.00%
10.35%
Australia 10.35%
0.00%
0.00%
Unidentified Region 13.65%

Stock Sector Exposure

Cyclical
94.30%
Materials
94.30%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
5.70%
Non Classified Equity
1.75%
Not Classified - Non Equity
3.95%
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