Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.32%
Stock 99.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 70.83%
Mid 24.85%
Small 4.33%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.10%

Americas 96.46%
96.46%
United States 96.46%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.64%
United Kingdom 3.64%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
51.79%
Materials
7.22%
Consumer Discretionary
22.11%
Financials
22.46%
Real Estate
0.00%
Sensitive
34.80%
Communication Services
10.97%
Energy
0.00%
Industrials
9.87%
Information Technology
13.96%
Defensive
13.41%
Consumer Staples
5.05%
Health Care
8.36%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of January 31, 2026
View Region Exposure
Start Trial

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