Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.45%
Stock 97.58%
Bond 2.87%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 48.88%
Mid 23.63%
Small 27.49%
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Region Exposure

% Developed Markets: 95.24%    % Emerging Markets: 3.52%    % Unidentified Markets: 1.24%

Americas 89.33%
89.33%
Canada 80.35%
United States 8.99%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.78%
United Kingdom 3.27%
0.00%
0.00%
3.52%
South Africa 3.52%
Greater Asia 2.64%
Japan 0.00%
2.64%
Australia 2.64%
0.00%
0.00%
Unidentified Region 1.24%

Stock Sector Exposure

Cyclical
99.20%
Materials
99.20%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.80%
Non Classified Equity
0.80%
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