Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.01%
Stock 99.40%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of January 31, 2026
Large 67.38%
Mid 18.37%
Small 14.25%
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Region Exposure

% Developed Markets: 97.89%    % Emerging Markets: 2.08%    % Unidentified Markets: 0.03%

Americas 74.66%
74.66%
Canada 8.23%
United States 66.43%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.40%
United Kingdom 6.27%
13.05%
Germany 2.67%
Ireland 1.76%
Netherlands 4.10%
Spain 1.91%
Switzerland 2.62%
0.00%
2.08%
South Africa 2.08%
Greater Asia 3.90%
Japan 0.00%
0.59%
Australia 0.59%
3.32%
Singapore 3.32%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
39.76%
Materials
12.38%
Consumer Discretionary
5.91%
Financials
15.82%
Real Estate
5.66%
Sensitive
32.93%
Communication Services
4.30%
Energy
8.83%
Industrials
13.06%
Information Technology
6.75%
Defensive
26.76%
Consumer Staples
7.02%
Health Care
8.25%
Utilities
11.49%
Not Classified
0.54%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.54%
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