Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.37%
Stock 98.75%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.31%

Americas 96.66%
96.54%
Canada 0.93%
United States 95.61%
0.12%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.88%
United Kingdom 0.64%
2.24%
Ireland 1.86%
Switzerland 0.37%
0.00%
0.00%
Greater Asia 0.15%
Japan 0.00%
0.00%
0.15%
Singapore 0.15%
0.00%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
21.98%
Materials
1.87%
Consumer Discretionary
4.85%
Financials
13.29%
Real Estate
1.97%
Sensitive
61.32%
Communication Services
13.54%
Energy
3.29%
Industrials
6.61%
Information Technology
37.88%
Defensive
15.78%
Consumer Staples
4.57%
Health Care
10.47%
Utilities
0.74%
Not Classified
0.93%
Non Classified Equity
0.07%
Not Classified - Non Equity
0.85%
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