Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.28%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

As of January 31, 2026
Large 94.13%
Mid 5.75%
Small 0.11%
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Region Exposure

% Developed Markets: 101.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.04%

Americas 97.73%
97.73%
Canada 2.33%
United States 95.40%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.36%
United Kingdom 0.13%
2.23%
Ireland 0.59%
Netherlands 1.64%
0.00%
0.00%
Greater Asia 0.95%
Japan 0.00%
0.18%
Australia 0.18%
0.77%
Singapore 0.77%
0.00%
Unidentified Region -1.04%

Stock Sector Exposure

Cyclical
1.33%
Materials
0.00%
Consumer Discretionary
1.33%
Financials
0.00%
Real Estate
0.00%
Sensitive
98.67%
Communication Services
21.54%
Energy
0.00%
Industrials
0.45%
Information Technology
76.68%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
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