Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.21%
Stock 99.54%
Bond 0.31%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of January 31, 2026
Large 2.49%
Mid 6.16%
Small 91.35%
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Region Exposure

% Developed Markets: 99.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.15%

Americas 91.98%
91.26%
United States 91.26%
0.72%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.87%
United Kingdom 3.70%
3.62%
Greece 1.32%
Ireland 1.32%
0.00%
0.56%
Israel 0.56%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
41.31%
Materials
6.26%
Consumer Discretionary
10.74%
Financials
17.91%
Real Estate
6.41%
Sensitive
41.52%
Communication Services
0.46%
Energy
5.39%
Industrials
24.83%
Information Technology
10.84%
Defensive
15.20%
Consumer Staples
2.68%
Health Care
8.97%
Utilities
3.55%
Not Classified
1.97%
Non Classified Equity
1.45%
Not Classified - Non Equity
0.52%
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