Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.22%
Stock 94.55%
Bond 3.71%
Convertible 0.00%
Preferred 0.06%
Other 1.47%
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Market Capitalization

As of January 31, 2026
Large 84.31%
Mid 11.20%
Small 4.50%
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Region Exposure

% Developed Markets: 99.90%    % Emerging Markets: 0.08%    % Unidentified Markets: 0.01%

Americas 99.89%
98.42%
Canada 95.74%
United States 2.68%
1.47%
Colombia 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.10%
United Kingdom 0.02%
0.00%
0.00%
0.08%
South Africa 0.08%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
60.33%
Materials
8.55%
Consumer Discretionary
1.72%
Financials
47.90%
Real Estate
2.16%
Sensitive
27.83%
Communication Services
2.12%
Energy
15.00%
Industrials
10.48%
Information Technology
0.23%
Defensive
9.63%
Consumer Staples
5.12%
Health Care
0.42%
Utilities
4.09%
Not Classified
2.21%
Non Classified Equity
2.21%
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