Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.31%
Stock 95.27%
Bond 2.73%
Convertible 0.00%
Preferred 0.04%
Other 1.65%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 83.75%
Mid 11.69%
Small 4.55%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.80%    % Emerging Markets: 0.08%    % Unidentified Markets: 0.12%

Americas 99.78%
98.13%
Canada 95.77%
United States 2.36%
1.65%
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 0.12%

Stock Sector Exposure

Cyclical
60.28%
Materials
8.67%
Consumer Discretionary
1.51%
Financials
47.95%
Real Estate
2.16%
Sensitive
28.04%
Communication Services
2.13%
Energy
15.07%
Industrials
10.58%
Information Technology
0.27%
Defensive
9.48%
Consumer Staples
5.14%
Health Care
0.28%
Utilities
4.06%
Not Classified
2.20%
Non Classified Equity
2.20%
Not Classified - Non Equity
0.00%
As of January 31, 2026
View Region Exposure
Start Trial

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