Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.02%
Stock 99.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.30%
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Market Capitalization

As of January 31, 2026
Large 85.60%
Mid 13.59%
Small 0.80%
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Region Exposure

% Developed Markets: 99.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.29%

Americas 73.00%
73.00%
Canada 1.00%
United States 71.99%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.50%
United Kingdom 6.17%
17.32%
France 6.53%
Germany 1.11%
Ireland 3.23%
Italy 0.98%
Netherlands 1.68%
Sweden 0.77%
Switzerland 2.78%
0.00%
0.00%
Greater Asia 3.22%
Japan 1.07%
0.00%
2.15%
Taiwan 2.15%
0.00%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
26.07%
Materials
6.42%
Consumer Discretionary
9.10%
Financials
10.55%
Real Estate
0.00%
Sensitive
53.26%
Communication Services
11.40%
Energy
0.00%
Industrials
13.69%
Information Technology
28.17%
Defensive
20.67%
Consumer Staples
7.01%
Health Care
13.66%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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