Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.35%
Stock 98.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.75%
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Market Capitalization

As of January 31, 2026
Large 77.81%
Mid 14.40%
Small 7.79%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 100.0%
99.25%
Canada 95.69%
United States 3.57%
0.75%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
56.84%
Materials
19.73%
Consumer Discretionary
3.14%
Financials
32.44%
Real Estate
1.52%
Sensitive
34.57%
Communication Services
1.58%
Energy
14.48%
Industrials
10.50%
Information Technology
8.00%
Defensive
6.25%
Consumer Staples
3.23%
Health Care
0.26%
Utilities
2.76%
Not Classified
2.34%
Non Classified Equity
2.34%
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