Asset Allocation

As of January 31, 2026.
Type % Net
Cash -1.41%
Stock 99.14%
Bond -0.00%
Convertible 0.00%
Preferred 2.27%
Other -0.00%
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Market Capitalization

As of January 31, 2026
Large 81.22%
Mid 10.21%
Small 8.57%
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Region Exposure

% Developed Markets: 96.65%    % Emerging Markets: 0.31%    % Unidentified Markets: 3.03%

Americas 87.26%
86.72%
Canada 4.25%
United States 82.47%
0.54%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.23%
United Kingdom 0.20%
4.17%
Denmark 0.31%
France 0.65%
Germany -0.04%
Ireland -0.23%
Netherlands 2.82%
Switzerland -0.12%
0.00%
-0.14%
Israel -0.14%
Greater Asia 5.48%
Japan 0.00%
-0.00%
Australia -0.00%
5.85%
Hong Kong 0.51%
Singapore 1.32%
South Korea 0.57%
Taiwan 3.45%
-0.38%
India -0.38%
Unidentified Region 3.03%

Stock Sector Exposure

Cyclical
17.18%
Materials
1.18%
Consumer Discretionary
15.40%
Financials
0.65%
Real Estate
-0.05%
Sensitive
70.41%
Communication Services
14.20%
Energy
0.99%
Industrials
6.49%
Information Technology
48.73%
Defensive
9.42%
Consumer Staples
-0.16%
Health Care
6.94%
Utilities
2.65%
Not Classified
2.99%
Non Classified Equity
3.00%
Not Classified - Non Equity
-0.01%
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