Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.34%
Stock 75.48%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 23.12%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 76.85%    % Emerging Markets: 0.03%    % Unidentified Markets: 23.12%

Americas 75.91%
75.75%
Canada 1.32%
United States 74.43%
0.16%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.89%
United Kingdom 0.22%
0.67%
Ireland 0.57%
Netherlands 0.02%
Sweden 0.02%
Switzerland 0.06%
0.00%
0.01%
Israel 0.01%
Greater Asia 0.07%
Japan 0.00%
0.00%
0.04%
Singapore 0.04%
0.03%
Thailand 0.03%
Unidentified Region 23.12%

Stock Sector Exposure

Cyclical
26.40%
Materials
3.74%
Consumer Discretionary
6.76%
Financials
14.73%
Real Estate
1.17%
Sensitive
32.94%
Communication Services
5.72%
Energy
1.19%
Industrials
10.40%
Information Technology
15.63%
Defensive
17.15%
Consumer Staples
2.96%
Health Care
11.71%
Utilities
2.48%
Not Classified
23.51%
Non Classified Equity
0.05%
Not Classified - Non Equity
23.46%
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