Asset Allocation

As of January 31, 2026.
Type % Net
Cash 7.23%
Stock 96.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -3.91%
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Market Capitalization

As of January 31, 2026
Large 83.79%
Mid 13.18%
Small 3.04%
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.76%    % Unidentified Markets: -0.58%

Americas 60.14%
60.14%
Canada 3.91%
United States 56.24%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.81%
United Kingdom 9.63%
24.18%
France 9.27%
Germany 1.28%
Ireland 3.98%
Netherlands 4.23%
Spain 1.23%
Switzerland 4.21%
0.00%
0.00%
Greater Asia 6.63%
Japan 3.94%
0.00%
1.93%
Hong Kong 1.93%
0.76%
China 0.76%
Unidentified Region -0.58%

Stock Sector Exposure

Cyclical
33.39%
Materials
4.95%
Consumer Discretionary
8.91%
Financials
16.67%
Real Estate
2.86%
Sensitive
37.85%
Communication Services
8.29%
Energy
0.00%
Industrials
10.01%
Information Technology
19.55%
Defensive
28.77%
Consumer Staples
14.73%
Health Care
14.03%
Utilities
0.00%
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