Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.65%
Stock 96.74%
Bond 2.21%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
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Market Capitalization

As of January 31, 2026
Large 83.39%
Mid 12.28%
Small 4.33%
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Region Exposure

% Developed Markets: 99.59%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.41%

Americas 97.85%
97.44%
Canada 49.89%
United States 47.55%
0.41%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.74%
United Kingdom 0.37%
1.36%
Ireland 0.83%
Netherlands 0.21%
Switzerland 0.33%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
40.07%
Materials
8.64%
Consumer Discretionary
6.47%
Financials
23.25%
Real Estate
1.70%
Sensitive
46.43%
Communication Services
6.27%
Energy
8.53%
Industrials
9.64%
Information Technology
21.99%
Defensive
11.81%
Consumer Staples
3.82%
Health Care
6.23%
Utilities
1.76%
Not Classified
1.69%
Non Classified Equity
1.69%
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