Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.01%
Stock 96.89%
Bond 1.05%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of January 31, 2026
Large 80.18%
Mid 15.98%
Small 3.84%
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Region Exposure

% Developed Markets: 98.16%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.84%

Americas 95.77%
95.69%
Canada 0.03%
United States 95.66%
0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.21%
United Kingdom 0.42%
1.80%
Ireland 1.41%
Netherlands 0.09%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.18%
Japan 0.00%
0.03%
Australia 0.03%
0.14%
Singapore 0.14%
0.00%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
26.34%
Materials
1.94%
Consumer Discretionary
10.22%
Financials
12.45%
Real Estate
1.72%
Sensitive
54.76%
Communication Services
10.67%
Energy
3.13%
Industrials
8.11%
Information Technology
32.85%
Defensive
16.01%
Consumer Staples
4.61%
Health Care
9.27%
Utilities
2.13%
Not Classified
2.90%
Non Classified Equity
0.04%
Not Classified - Non Equity
2.86%
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