Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.23%
Stock 96.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.35%
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Market Capitalization

As of January 31, 2026
Large 81.61%
Mid 14.61%
Small 3.78%
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Region Exposure

% Developed Markets: 96.65%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.35%

Americas 94.19%
94.11%
Canada 0.03%
United States 94.08%
0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.31%
United Kingdom 0.46%
1.85%
Ireland 1.45%
Netherlands 0.09%
Switzerland 0.31%
0.00%
0.00%
Greater Asia 0.15%
Japan 0.00%
0.00%
0.15%
Singapore 0.15%
0.00%
Unidentified Region 3.35%

Stock Sector Exposure

Cyclical
25.98%
Materials
2.00%
Consumer Discretionary
10.07%
Financials
12.64%
Real Estate
1.28%
Sensitive
54.77%
Communication Services
10.88%
Energy
3.28%
Industrials
7.96%
Information Technology
32.65%
Defensive
15.92%
Consumer Staples
4.66%
Health Care
9.33%
Utilities
1.93%
Not Classified
3.33%
Non Classified Equity
0.03%
Not Classified - Non Equity
3.30%
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