Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.97%
Stock 98.10%
Bond 0.63%
Convertible 0.00%
Preferred 0.00%
Other 0.30%
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Market Capitalization

As of January 31, 2026
Large 9.46%
Mid 24.47%
Small 66.06%
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Region Exposure

% Developed Markets: 98.45%    % Emerging Markets: 0.62%    % Unidentified Markets: 0.93%

Americas 90.62%
88.56%
Canada 5.64%
United States 82.92%
2.06%
Colombia 0.31%
Mexico 0.31%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.45%
United Kingdom 1.87%
5.83%
Belgium 0.39%
France 1.38%
Germany 0.77%
Ireland 1.75%
Norway 0.23%
Portugal 0.38%
Spain 0.22%
0.00%
0.75%
Israel 0.75%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
35.83%
Materials
7.27%
Consumer Discretionary
8.22%
Financials
14.61%
Real Estate
5.74%
Sensitive
41.16%
Communication Services
1.46%
Energy
8.73%
Industrials
22.66%
Information Technology
8.30%
Defensive
21.04%
Consumer Staples
2.85%
Health Care
11.92%
Utilities
6.26%
Not Classified
1.98%
Non Classified Equity
0.44%
Not Classified - Non Equity
1.53%
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