Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.03%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 91.74%
Mid 6.93%
Small 1.34%
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Region Exposure

% Developed Markets: 92.91%    % Emerging Markets: 7.09%    % Unidentified Markets: 0.00%

Americas 69.34%
68.76%
Canada 1.92%
United States 66.84%
0.58%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.77%
United Kingdom 0.92%
15.61%
France 2.61%
Germany 2.10%
Italy 1.01%
Netherlands 5.41%
Spain 0.48%
Sweden 1.29%
Switzerland 2.01%
0.24%
Czech Republic 0.24%
0.00%
Greater Asia 13.89%
Japan 2.03%
0.00%
5.59%
Taiwan 5.59%
6.27%
China 2.20%
India 4.08%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
24.88%
Materials
0.96%
Consumer Discretionary
9.63%
Financials
11.71%
Real Estate
2.58%
Sensitive
62.33%
Communication Services
22.50%
Energy
0.00%
Industrials
5.10%
Information Technology
34.73%
Defensive
12.80%
Consumer Staples
0.00%
Health Care
12.80%
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