Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.66%
Stock 73.93%
Bond 0.18%
Convertible 0.00%
Preferred 0.00%
Other 25.24%
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Market Capitalization

As of January 31, 2026
Large 64.97%
Mid 17.79%
Small 17.23%
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Region Exposure

% Developed Markets: 69.51%    % Emerging Markets: 5.12%    % Unidentified Markets: 25.38%

Americas 66.45%
64.29%
Canada 48.73%
United States 15.56%
2.17%
Mexico 2.17%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.95%
United Kingdom 0.00%
0.00%
0.00%
2.95%
South Africa 2.95%
Greater Asia 5.22%
Japan 0.00%
5.22%
Australia 5.22%
0.00%
0.00%
Unidentified Region 25.38%

Stock Sector Exposure

Cyclical
99.57%
Materials
99.57%
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
0.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.43%
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