Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.10%
Stock 96.71%
Bond 1.64%
Convertible 0.00%
Preferred 0.00%
Other 1.55%
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Market Capitalization

As of January 31, 2026
Large 79.77%
Mid 11.81%
Small 8.42%
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Region Exposure

% Developed Markets: 99.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.16%

Americas 99.53%
98.06%
Canada 95.29%
United States 2.77%
1.47%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.26%
United Kingdom 0.26%
0.00%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.00%
0.05%
Australia 0.05%
0.00%
0.00%
Unidentified Region 0.16%

Stock Sector Exposure

Cyclical
55.11%
Materials
17.43%
Consumer Discretionary
2.03%
Financials
32.34%
Real Estate
3.30%
Sensitive
35.05%
Communication Services
1.48%
Energy
15.36%
Industrials
11.08%
Information Technology
7.12%
Defensive
7.50%
Consumer Staples
3.61%
Health Care
0.24%
Utilities
3.64%
Not Classified
2.35%
Non Classified Equity
2.35%
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