Asset Allocation

As of January 31, 2026.
Type % Net
Cash 32.43%
Stock 62.36%
Bond 2.29%
Convertible 0.00%
Preferred 2.94%
Other -0.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.24%    % Emerging Markets: -0.02%    % Unidentified Markets: 2.78%

Americas 86.44%
84.81%
Canada -0.15%
United States 84.96%
1.63%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.80%
United Kingdom 1.95%
8.86%
France 6.41%
Ireland -0.07%
Netherlands -0.05%
Sweden -0.01%
Switzerland 2.59%
0.00%
0.00%
Greater Asia -0.03%
Japan 0.00%
-0.00%
Australia -0.00%
-0.03%
Singapore -0.03%
0.00%
Unidentified Region 2.78%

Stock Sector Exposure

Cyclical
99.62%
Materials
-0.18%
Consumer Discretionary
-1.36%
Financials
94.70%
Real Estate
6.46%
Sensitive
-4.39%
Communication Services
0.88%
Energy
-0.21%
Industrials
-1.54%
Information Technology
-3.52%
Defensive
-1.82%
Consumer Staples
-1.36%
Health Care
-0.25%
Utilities
-0.21%
Not Classified
6.59%
Non Classified Equity
-0.61%
Not Classified - Non Equity
7.21%
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