Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.32%
Stock 99.38%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of January 31, 2026
Large 60.74%
Mid 23.70%
Small 15.56%
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Region Exposure

% Developed Markets: 99.60%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.40%

Americas 95.70%
95.39%
Canada 0.02%
United States 95.37%
0.31%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.90%
United Kingdom 1.09%
2.81%
Finland 0.02%
Ireland 2.15%
Netherlands 0.03%
Switzerland 0.58%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
36.49%
Materials
4.20%
Consumer Discretionary
7.67%
Financials
20.88%
Real Estate
3.74%
Sensitive
39.85%
Communication Services
8.44%
Energy
6.21%
Industrials
13.24%
Information Technology
11.97%
Defensive
23.02%
Consumer Staples
7.06%
Health Care
11.74%
Utilities
4.23%
Not Classified
0.64%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.48%
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