Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.57%
Stock 98.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 84.72%
Mid 10.06%
Small 5.23%
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Region Exposure

% Developed Markets: 96.68%    % Emerging Markets: 1.75%    % Unidentified Markets: 1.57%

Americas 54.91%
54.91%
Canada 0.99%
United States 53.92%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.36%
United Kingdom 6.25%
17.25%
Belgium 1.68%
France 2.92%
Germany 1.70%
Ireland 3.37%
Netherlands 1.38%
Switzerland 6.21%
0.72%
Czech Republic 0.72%
0.14%
South Africa 0.14%
Greater Asia 19.16%
Japan 7.97%
0.00%
10.30%
Hong Kong 3.88%
South Korea 3.66%
Taiwan 2.76%
0.89%
China 0.89%
Unidentified Region 1.57%

Stock Sector Exposure

Cyclical
31.66%
Materials
2.05%
Consumer Discretionary
5.51%
Financials
24.06%
Real Estate
0.04%
Sensitive
49.19%
Communication Services
10.92%
Energy
5.37%
Industrials
18.12%
Information Technology
14.79%
Defensive
19.14%
Consumer Staples
9.93%
Health Care
9.18%
Utilities
0.02%
Not Classified
0.01%
Non Classified Equity
0.01%
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