Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.07%
Stock 98.60%
Bond 0.03%
Convertible 0.00%
Preferred 1.31%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 69.73%
Mid 17.67%
Small 12.60%
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Region Exposure

% Developed Markets: 96.15%    % Emerging Markets: 2.48%    % Unidentified Markets: 1.36%

Americas 83.90%
81.68%
Canada 0.63%
United States 81.06%
2.21%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.03%
United Kingdom 0.55%
9.48%
Denmark 0.07%
France 1.30%
Netherlands 5.51%
0.00%
0.00%
Greater Asia 4.71%
Japan 0.00%
0.00%
4.44%
Singapore 1.42%
Taiwan 3.01%
0.27%
China 0.27%
Unidentified Region 1.36%

Stock Sector Exposure

Cyclical
10.99%
Materials
0.00%
Consumer Discretionary
10.43%
Financials
0.39%
Real Estate
0.18%
Sensitive
73.61%
Communication Services
20.21%
Energy
0.00%
Industrials
8.12%
Information Technology
45.28%
Defensive
14.01%
Consumer Staples
0.00%
Health Care
9.55%
Utilities
4.46%
Not Classified
1.39%
Non Classified Equity
1.34%
Not Classified - Non Equity
0.04%
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