Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.37%
Stock 98.36%
Bond 1.33%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of January 31, 2026
Large 51.02%
Mid 19.08%
Small 29.90%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.24%    % Unidentified Markets: -0.15%

Americas 97.47%
96.68%
Canada 0.18%
United States 96.49%
0.79%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.26%
United Kingdom 0.63%
1.49%
Ireland 1.02%
Italy 0.22%
Netherlands 0.06%
Switzerland 0.19%
0.00%
0.15%
Israel 0.15%
Greater Asia 0.42%
Japan 0.00%
0.10%
Australia 0.10%
0.09%
Singapore 0.09%
0.24%
Thailand 0.24%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
29.55%
Materials
3.17%
Consumer Discretionary
9.49%
Financials
13.58%
Real Estate
3.31%
Sensitive
50.74%
Communication Services
7.45%
Energy
4.03%
Industrials
13.25%
Information Technology
26.01%
Defensive
18.48%
Consumer Staples
3.64%
Health Care
11.29%
Utilities
3.55%
Not Classified
1.23%
Non Classified Equity
0.59%
Not Classified - Non Equity
0.64%
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