Asset Allocation

As of January 31, 2026.
Type % Net
Cash 6.71%
Stock 89.09%
Bond 1.24%
Convertible 0.00%
Preferred 1.03%
Other 1.93%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.15%    % Emerging Markets: -0.07%    % Unidentified Markets: 1.92%

Americas 96.00%
92.29%
Canada 84.55%
United States 7.73%
3.71%
Colombia -0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.18%
United Kingdom -0.14%
2.33%
Belgium -0.00%
France -0.01%
Ireland 2.45%
Italy -0.00%
Netherlands -0.07%
Sweden -0.01%
Switzerland -0.04%
0.00%
-0.01%
Israel -0.00%
United Arab Emirates -0.01%
Greater Asia -0.10%
Japan 0.00%
-0.03%
Australia -0.02%
-0.04%
Singapore -0.04%
-0.03%
Thailand -0.03%
Unidentified Region 1.92%

Stock Sector Exposure

Cyclical
22.60%
Materials
25.18%
Consumer Discretionary
-0.26%
Financials
-1.86%
Real Estate
-0.45%
Sensitive
52.32%
Communication Services
6.60%
Energy
24.31%
Industrials
6.10%
Information Technology
15.31%
Defensive
7.31%
Consumer Staples
2.89%
Health Care
4.96%
Utilities
-0.54%
Not Classified
17.77%
Non Classified Equity
22.60%
Not Classified - Non Equity
-4.83%
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