Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.09%
Stock 98.89%
Bond 0.03%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 84.67%
Mid 14.49%
Small 0.84%
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Region Exposure

% Developed Markets: 98.52%    % Emerging Markets: 1.22%    % Unidentified Markets: 0.26%

Americas 71.17%
71.17%
Canada 4.75%
United States 66.42%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.35%
United Kingdom 5.92%
21.43%
France 11.13%
Germany 4.58%
Netherlands 5.71%
0.00%
0.00%
Greater Asia 1.22%
Japan 0.00%
0.00%
0.00%
1.22%
India 1.22%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
28.96%
Materials
0.70%
Consumer Discretionary
7.18%
Financials
18.78%
Real Estate
2.30%
Sensitive
53.53%
Communication Services
7.12%
Energy
10.92%
Industrials
10.49%
Information Technology
25.01%
Defensive
17.50%
Consumer Staples
6.62%
Health Care
9.37%
Utilities
1.51%
Not Classified
0.00%
Non Classified Equity
0.00%
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