Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.94%
Stock 96.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of January 31, 2026
Large 0.46%
Mid 3.18%
Small 96.36%
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Region Exposure

% Developed Markets: 95.49%    % Emerging Markets: 0.59%    % Unidentified Markets: 3.92%

Americas 92.69%
91.35%
Canada 2.04%
United States 89.31%
1.34%
Mexico 0.05%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.36%
United Kingdom 0.67%
0.73%
Belgium 0.28%
Ireland 0.33%
0.00%
0.96%
Israel 0.96%
Greater Asia 1.04%
Japan 0.00%
0.00%
0.68%
Hong Kong 0.43%
Singapore 0.25%
0.36%
Thailand 0.36%
Unidentified Region 3.92%

Stock Sector Exposure

Cyclical
34.37%
Materials
3.48%
Consumer Discretionary
13.85%
Financials
15.77%
Real Estate
1.28%
Sensitive
44.03%
Communication Services
1.58%
Energy
4.60%
Industrials
23.65%
Information Technology
14.19%
Defensive
21.13%
Consumer Staples
3.92%
Health Care
16.19%
Utilities
1.02%
Not Classified
0.47%
Non Classified Equity
0.47%
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