Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.63%
Stock 96.66%
Bond 2.44%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of January 31, 2026
Large 81.46%
Mid 12.94%
Small 5.60%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 99.97%
99.69%
Canada 97.74%
United States 1.96%
0.27%
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 0.03%

Stock Sector Exposure

Cyclical
56.39%
Materials
17.48%
Consumer Discretionary
3.69%
Financials
33.43%
Real Estate
1.80%
Sensitive
34.35%
Communication Services
0.68%
Energy
15.47%
Industrials
10.89%
Information Technology
7.30%
Defensive
6.65%
Consumer Staples
4.10%
Health Care
0.29%
Utilities
2.26%
Not Classified
2.61%
Non Classified Equity
2.61%
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