Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.91%
Stock 98.39%
Bond 0.78%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of January 31, 2026
Large 86.04%
Mid 8.72%
Small 5.24%
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Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.78%

Americas 98.05%
98.05%
Canada 0.40%
United States 97.65%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.17%
United Kingdom 0.00%
1.17%
Ireland 1.17%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
19.15%
Materials
0.00%
Consumer Discretionary
13.27%
Financials
5.48%
Real Estate
0.40%
Sensitive
67.19%
Communication Services
13.67%
Energy
0.00%
Industrials
7.71%
Information Technology
45.81%
Defensive
11.51%
Consumer Staples
4.14%
Health Care
7.37%
Utilities
0.00%
Not Classified
2.15%
Non Classified Equity
0.47%
Not Classified - Non Equity
1.68%
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