Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.84%
Stock 95.56%
Bond 2.72%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
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Market Capitalization

As of January 31, 2026
Large 86.15%
Mid 10.30%
Small 3.55%
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Region Exposure

% Developed Markets: 98.65%    % Emerging Markets: 0.14%    % Unidentified Markets: 1.22%

Americas 96.30%
95.98%
Canada 0.35%
United States 95.63%
0.32%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.52%
United Kingdom 0.00%
1.52%
Denmark 0.36%
Ireland 0.33%
Netherlands 0.83%
0.00%
0.00%
Greater Asia 0.97%
Japan 0.00%
0.00%
0.97%
Hong Kong 0.43%
Singapore 0.06%
Taiwan 0.48%
0.00%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
19.68%
Materials
0.51%
Consumer Discretionary
12.91%
Financials
6.26%
Real Estate
0.00%
Sensitive
64.44%
Communication Services
14.73%
Energy
0.33%
Industrials
5.98%
Information Technology
43.40%
Defensive
11.49%
Consumer Staples
2.87%
Health Care
8.39%
Utilities
0.23%
Not Classified
4.39%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.39%
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