Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.02%
Stock 99.16%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

As of January 31, 2026
Large 34.58%
Mid 29.01%
Small 36.41%
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Region Exposure

% Developed Markets: 99.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.16%

Americas 87.85%
87.85%
Canada 3.61%
United States 84.24%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.99%
United Kingdom 2.64%
9.35%
Germany 4.04%
Ireland 3.58%
Switzerland 1.73%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.16%

Stock Sector Exposure

Cyclical
49.65%
Materials
6.64%
Consumer Discretionary
12.28%
Financials
30.74%
Real Estate
0.00%
Sensitive
19.30%
Communication Services
0.00%
Energy
4.64%
Industrials
4.38%
Information Technology
10.28%
Defensive
30.39%
Consumer Staples
3.62%
Health Care
26.78%
Utilities
0.00%
Not Classified
0.66%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.66%
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