Asset Allocation

As of January 31, 2026.
Type % Net
Cash -3.06%
Stock 103.2%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of January 31, 2026
Large 78.66%
Mid 19.84%
Small 1.50%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.09%

Americas 64.61%
64.61%
Canada -3.41%
United States 68.02%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.94%
United Kingdom 6.22%
13.72%
France 3.63%
Netherlands 0.98%
Switzerland 9.10%
0.00%
0.00%
Greater Asia 15.54%
Japan 4.52%
0.00%
11.02%
Taiwan 11.02%
0.00%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
49.80%
Materials
4.25%
Consumer Discretionary
22.75%
Financials
22.80%
Real Estate
0.00%
Sensitive
41.70%
Communication Services
11.44%
Energy
0.00%
Industrials
6.67%
Information Technology
23.59%
Defensive
8.50%
Consumer Staples
6.13%
Health Care
2.37%
Utilities
0.00%
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