Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.78%
Stock 93.78%
Bond 0.00%
Convertible 0.67%
Preferred 3.36%
Other 1.42%
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Market Capitalization

As of January 31, 2026
Large 71.74%
Mid 16.36%
Small 11.90%
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Region Exposure

% Developed Markets: 99.04%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.96%

Americas 96.06%
96.06%
Canada 0.99%
United States 95.08%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.09%
United Kingdom 0.24%
1.85%
Ireland 1.85%
0.00%
0.00%
Greater Asia 0.89%
Japan 0.00%
0.00%
0.89%
Singapore 0.89%
0.00%
Unidentified Region 0.96%

Stock Sector Exposure

Cyclical
36.36%
Materials
2.85%
Consumer Discretionary
9.02%
Financials
21.03%
Real Estate
3.47%
Sensitive
35.57%
Communication Services
4.18%
Energy
8.84%
Industrials
9.87%
Information Technology
12.68%
Defensive
27.27%
Consumer Staples
9.91%
Health Care
13.00%
Utilities
4.36%
Not Classified
0.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.79%
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