Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.03%
Stock 99.79%
Bond 0.18%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 87.36%
Mid 11.64%
Small 1.00%
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.02%

Americas 91.52%
91.52%
Canada 2.27%
United States 89.24%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.37%
United Kingdom 1.02%
4.35%
Ireland 1.69%
Netherlands 2.66%
0.00%
0.00%
Greater Asia 3.09%
Japan 0.00%
0.00%
3.09%
Taiwan 3.09%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
21.03%
Materials
0.31%
Consumer Discretionary
13.41%
Financials
6.77%
Real Estate
0.54%
Sensitive
71.04%
Communication Services
14.09%
Energy
0.00%
Industrials
9.26%
Information Technology
47.69%
Defensive
6.76%
Consumer Staples
1.43%
Health Care
5.32%
Utilities
0.00%
Not Classified
1.17%
Non Classified Equity
0.93%
Not Classified - Non Equity
0.24%
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