Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.75%
Stock 96.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.25%
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Market Capitalization

As of January 31, 2026
Large 86.05%
Mid 11.91%
Small 2.04%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.25%

Americas 56.95%
56.95%
Canada 5.02%
United States 51.92%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.89%
United Kingdom 12.63%
27.26%
Belgium 5.15%
France 4.40%
Germany 5.76%
Ireland 4.59%
Netherlands 5.20%
Switzerland 2.15%
0.00%
0.00%
Greater Asia 3.41%
Japan 1.62%
0.00%
1.80%
Taiwan 1.80%
0.00%
Unidentified Region -0.25%

Stock Sector Exposure

Cyclical
31.70%
Materials
1.08%
Consumer Discretionary
10.19%
Financials
13.77%
Real Estate
6.66%
Sensitive
33.90%
Communication Services
3.84%
Energy
5.98%
Industrials
8.88%
Information Technology
15.20%
Defensive
34.40%
Consumer Staples
13.35%
Health Care
17.90%
Utilities
3.15%
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