Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.39%
Stock 95.82%
Bond 0.55%
Convertible 0.00%
Preferred 0.00%
Other 2.24%
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Market Capitalization

As of January 31, 2026
Large 82.03%
Mid 14.99%
Small 2.98%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.30%

Americas 99.62%
97.38%
Canada 92.37%
United States 5.01%
2.24%
Colombia 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.08%
United Kingdom 0.01%
0.00%
0.00%
0.07%
South Africa 0.07%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.30%

Stock Sector Exposure

Cyclical
62.52%
Materials
12.38%
Consumer Discretionary
3.40%
Financials
43.00%
Real Estate
3.75%
Sensitive
27.07%
Communication Services
1.07%
Energy
14.43%
Industrials
10.83%
Information Technology
0.73%
Defensive
6.69%
Consumer Staples
3.87%
Health Care
0.00%
Utilities
2.81%
Not Classified
3.72%
Non Classified Equity
3.72%
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