Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.10%
Stock 98.50%
Bond 1.40%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 83.23%
Mid 15.94%
Small 0.83%
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Region Exposure

% Developed Markets: 98.65%    % Emerging Markets: 1.38%    % Unidentified Markets: -0.02%

Americas 72.28%
72.28%
Canada 5.46%
United States 66.82%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.37%
United Kingdom 5.66%
20.71%
France 11.74%
Germany 4.26%
Netherlands 4.71%
0.00%
0.00%
Greater Asia 1.38%
Japan 0.00%
0.00%
0.00%
1.38%
India 1.38%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
29.17%
Materials
0.70%
Consumer Discretionary
7.45%
Financials
18.72%
Real Estate
2.30%
Sensitive
53.12%
Communication Services
7.60%
Energy
10.88%
Industrials
10.47%
Information Technology
24.18%
Defensive
17.71%
Consumer Staples
6.34%
Health Care
9.59%
Utilities
1.78%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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