Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.93%
Stock 99.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of January 31, 2026
Large 69.00%
Mid 16.41%
Small 14.59%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 94.29%
94.29%
Canada 51.84%
United States 42.46%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.67%
United Kingdom 3.76%
1.91%
France 1.91%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
47.45%
Materials
4.83%
Consumer Discretionary
7.84%
Financials
34.78%
Real Estate
0.00%
Sensitive
30.05%
Communication Services
2.36%
Energy
10.78%
Industrials
10.30%
Information Technology
6.60%
Defensive
22.50%
Consumer Staples
8.35%
Health Care
11.48%
Utilities
2.67%
Not Classified
0.00%
Non Classified Equity
0.00%
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