Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.24%
Stock 97.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
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Market Capitalization

As of January 31, 2026
Large 63.45%
Mid 26.67%
Small 9.88%
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Region Exposure

% Developed Markets: 99.66%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.34%

Americas 96.16%
96.16%
Canada 84.14%
United States 12.02%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.50%
United Kingdom 0.90%
2.60%
France 1.03%
Netherlands 1.57%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
42.64%
Materials
8.37%
Consumer Discretionary
6.56%
Financials
24.92%
Real Estate
2.79%
Sensitive
46.33%
Communication Services
0.00%
Energy
7.75%
Industrials
23.92%
Information Technology
14.65%
Defensive
11.03%
Consumer Staples
6.24%
Health Care
4.78%
Utilities
0.00%
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