Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 99.83%
Bond 0.46%
Convertible 0.00%
Preferred 0.00%
Other -0.29%
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Market Capitalization

As of January 31, 2026
Large 60.86%
Mid 28.43%
Small 10.71%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 92.97%
92.97%
United States 92.97%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.08%
United Kingdom 1.72%
5.36%
France 1.38%
Ireland 3.52%
Netherlands 0.46%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
38.17%
Materials
3.40%
Consumer Discretionary
8.58%
Financials
26.19%
Real Estate
0.00%
Sensitive
44.17%
Communication Services
8.28%
Energy
9.32%
Industrials
15.78%
Information Technology
10.78%
Defensive
17.43%
Consumer Staples
3.49%
Health Care
10.88%
Utilities
3.05%
Not Classified
0.24%
Non Classified Equity
0.24%
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