Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.84%
Stock 96.56%
Bond 0.02%
Convertible 0.00%
Preferred 0.48%
Other 1.11%
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Market Capitalization

As of January 31, 2026
Large 75.64%
Mid 22.56%
Small 1.80%
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Region Exposure

% Developed Markets: 92.50%    % Emerging Markets: 6.34%    % Unidentified Markets: 1.16%

Americas 69.61%
69.61%
Canada 3.14%
United States 66.48%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.29%
United Kingdom 1.77%
6.09%
Denmark 0.11%
France 0.42%
Germany 1.35%
Netherlands 2.23%
Sweden 0.43%
Switzerland 1.56%
0.35%
Poland 0.35%
2.08%
Israel 2.06%
United Arab Emirates 0.02%
Greater Asia 18.94%
Japan 8.41%
0.38%
Australia 0.33%
4.16%
Hong Kong 0.61%
Singapore 0.37%
South Korea 2.60%
Taiwan 0.58%
5.99%
China 5.99%
Unidentified Region 1.16%

Stock Sector Exposure

Cyclical
18.61%
Materials
1.40%
Consumer Discretionary
7.81%
Financials
9.41%
Real Estate
0.00%
Sensitive
67.64%
Communication Services
17.80%
Energy
0.00%
Industrials
5.65%
Information Technology
44.18%
Defensive
12.35%
Consumer Staples
0.00%
Health Care
12.35%
Utilities
0.00%
Not Classified
1.40%
Non Classified Equity
0.01%
Not Classified - Non Equity
1.39%
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