Asset Allocation

As of January 31, 2026.
Type % Net
Cash 6.99%
Stock 92.78%
Bond 0.31%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of January 31, 2026
Large 91.24%
Mid 7.98%
Small 0.78%
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Region Exposure

% Developed Markets: 96.58%    % Emerging Markets: 0.31%    % Unidentified Markets: 3.11%

Americas 92.65%
92.25%
Canada 1.52%
United States 90.73%
0.40%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.34%
United Kingdom 0.35%
0.87%
Belgium 0.01%
Finland 0.04%
France 0.10%
Germany 0.11%
Ireland 0.27%
Netherlands 0.04%
Norway 0.07%
Spain 0.01%
Sweden 0.20%
0.00%
0.12%
United Arab Emirates 0.12%
Greater Asia 2.89%
Japan 0.05%
0.29%
Australia 0.27%
2.56%
Hong Kong 1.07%
Singapore 0.30%
Taiwan 1.19%
0.00%
Unidentified Region 3.11%

Stock Sector Exposure

Cyclical
19.16%
Materials
0.00%
Consumer Discretionary
11.05%
Financials
8.11%
Real Estate
0.00%
Sensitive
59.20%
Communication Services
11.56%
Energy
0.25%
Industrials
7.01%
Information Technology
40.37%
Defensive
14.40%
Consumer Staples
3.93%
Health Care
10.20%
Utilities
0.27%
Not Classified
7.24%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.24%
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