Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.23%
Stock 97.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 0.00%
Mid 5.82%
Small 94.18%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 99.45%
98.92%
Canada 5.50%
United States 93.42%
0.53%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.52%
United Kingdom 0.00%
0.00%
0.00%
0.52%
Israel 0.52%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
30.78%
Materials
0.00%
Consumer Discretionary
10.03%
Financials
13.74%
Real Estate
7.01%
Sensitive
47.32%
Communication Services
0.00%
Energy
0.00%
Industrials
35.82%
Information Technology
11.50%
Defensive
21.86%
Consumer Staples
0.00%
Health Care
21.86%
Utilities
0.00%
Not Classified
0.04%
Non Classified Equity
0.04%
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