Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.47%
Stock 99.19%
Bond 0.34%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 2.51%
Mid 6.75%
Small 90.74%
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Region Exposure

% Developed Markets: 96.75%    % Emerging Markets: 2.77%    % Unidentified Markets: 0.49%

Americas 91.71%
90.46%
Canada 0.86%
United States 89.60%
1.25%
Brazil 0.86%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.90%
United Kingdom 2.14%
1.03%
Denmark 1.03%
0.00%
2.73%
Israel 2.73%
Greater Asia 1.91%
Japan 0.00%
0.00%
0.00%
1.91%
Thailand 1.91%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
18.11%
Materials
2.73%
Consumer Discretionary
6.89%
Financials
8.49%
Real Estate
0.00%
Sensitive
58.12%
Communication Services
0.62%
Energy
2.11%
Industrials
28.17%
Information Technology
27.21%
Defensive
22.73%
Consumer Staples
0.57%
Health Care
20.60%
Utilities
1.56%
Not Classified
1.04%
Non Classified Equity
0.22%
Not Classified - Non Equity
0.82%
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