Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.10%
Stock 97.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.48%
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Market Capitalization

As of January 31, 2026
Large 0.02%
Mid 3.77%
Small 96.21%
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Region Exposure

% Developed Markets: 97.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.48%

Americas 85.65%
85.33%
Canada 1.55%
United States 83.78%
0.32%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.87%
United Kingdom 11.62%
0.25%
Belgium 0.25%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.48%

Stock Sector Exposure

Cyclical
50.31%
Materials
9.77%
Consumer Discretionary
12.26%
Financials
26.47%
Real Estate
1.80%
Sensitive
42.17%
Communication Services
0.00%
Energy
4.88%
Industrials
22.89%
Information Technology
14.40%
Defensive
4.96%
Consumer Staples
0.00%
Health Care
4.17%
Utilities
0.80%
Not Classified
2.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.56%
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