Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.05%
Stock 96.28%
Bond 1.71%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 5.47%
Mid 59.93%
Small 34.60%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.02%

Americas 97.42%
97.42%
United States 97.42%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.56%
United Kingdom 0.00%
0.56%
Finland 0.56%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.02%

Stock Sector Exposure

Cyclical
24.24%
Materials
2.49%
Consumer Discretionary
16.93%
Financials
4.83%
Real Estate
0.00%
Sensitive
48.41%
Communication Services
0.90%
Energy
3.63%
Industrials
22.21%
Information Technology
21.67%
Defensive
20.88%
Consumer Staples
0.71%
Health Care
17.07%
Utilities
3.09%
Not Classified
6.47%
Non Classified Equity
2.74%
Not Classified - Non Equity
3.73%
As of January 31, 2026
View Region Exposure
Start Trial

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