Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.81%
Stock 98.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of January 31, 2026
Large 31.59%
Mid 18.49%
Small 49.92%
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Region Exposure

% Developed Markets: 98.22%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.78%

Americas 71.43%
68.44%
Canada 2.83%
United States 65.61%
2.99%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.79%
United Kingdom 16.76%
10.03%
France 2.93%
Ireland 3.99%
Netherlands 3.11%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.78%

Stock Sector Exposure

Cyclical
46.96%
Materials
12.09%
Consumer Discretionary
10.61%
Financials
20.37%
Real Estate
3.89%
Sensitive
22.94%
Communication Services
3.16%
Energy
1.73%
Industrials
15.43%
Information Technology
2.62%
Defensive
30.10%
Consumer Staples
13.04%
Health Care
17.06%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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