Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.90%
Stock 99.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 2.94%
Mid 5.31%
Small 91.76%
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Region Exposure

% Developed Markets: 93.85%    % Emerging Markets: 2.64%    % Unidentified Markets: 3.51%

Americas 88.02%
86.43%
United States 86.43%
1.60%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.82%
United Kingdom 0.00%
5.82%
France 1.95%
Italy 1.36%
Netherlands 2.51%
0.00%
0.00%
Greater Asia 2.64%
Japan 0.00%
0.00%
0.00%
2.64%
China 1.55%
Thailand 1.10%
Unidentified Region 3.51%

Stock Sector Exposure

Cyclical
8.79%
Materials
0.00%
Consumer Discretionary
4.73%
Financials
4.05%
Real Estate
0.00%
Sensitive
47.36%
Communication Services
0.00%
Energy
0.00%
Industrials
34.10%
Information Technology
13.25%
Defensive
40.31%
Consumer Staples
0.00%
Health Care
37.72%
Utilities
2.59%
Not Classified
3.54%
Non Classified Equity
3.54%
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