Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.29%
Stock 96.25%
Bond 0.36%
Convertible 0.00%
Preferred 0.00%
Other 2.10%
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Market Capitalization

As of January 31, 2026
Large 87.49%
Mid 10.33%
Small 2.18%
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Region Exposure

% Developed Markets: 99.78%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.16%

Americas 99.48%
97.38%
Canada 94.26%
United States 3.12%
2.10%
Colombia 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.37%
United Kingdom 0.30%
0.00%
0.00%
0.06%
South Africa 0.06%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.16%

Stock Sector Exposure

Cyclical
58.28%
Materials
19.20%
Consumer Discretionary
3.84%
Financials
33.25%
Real Estate
1.99%
Sensitive
32.29%
Communication Services
0.62%
Energy
13.45%
Industrials
10.64%
Information Technology
7.58%
Defensive
5.60%
Consumer Staples
3.68%
Health Care
0.00%
Utilities
1.92%
Not Classified
3.83%
Non Classified Equity
3.83%
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