Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.07%
Stock 95.70%
Bond 0.10%
Convertible 0.00%
Preferred 3.39%
Other 0.75%
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Market Capitalization

As of January 31, 2026
Large 78.32%
Mid 13.35%
Small 8.33%
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Region Exposure

% Developed Markets: 93.45%    % Emerging Markets: 0.57%    % Unidentified Markets: 5.98%

Americas 72.87%
72.39%
Canada 10.44%
United States 61.96%
0.48%
Brazil 0.48%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.09%
United Kingdom 1.29%
3.45%
Austria 0.05%
Finland 1.00%
France 0.35%
Germany 0.67%
Greece 0.53%
Italy 0.32%
Netherlands 0.42%
Norway 0.00%
Sweden 0.00%
Switzerland 0.10%
0.06%
Poland 0.06%
1.28%
Israel 1.28%
Greater Asia 15.07%
Japan 0.29%
0.00%
Australia 0.00%
14.75%
Hong Kong 0.89%
Singapore 2.12%
South Korea 3.08%
Taiwan 8.66%
0.03%
China 0.03%
Unidentified Region 5.98%

Stock Sector Exposure

Cyclical
22.82%
Materials
6.45%
Consumer Discretionary
12.68%
Financials
3.59%
Real Estate
0.10%
Sensitive
64.84%
Communication Services
18.86%
Energy
2.52%
Industrials
2.40%
Information Technology
41.06%
Defensive
6.44%
Consumer Staples
1.45%
Health Care
4.99%
Utilities
0.00%
Not Classified
5.90%
Non Classified Equity
5.82%
Not Classified - Non Equity
0.08%
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