Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.19%
Stock 95.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of January 31, 2026
Large 1.58%
Mid 7.39%
Small 91.03%
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Region Exposure

% Developed Markets: 95.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.11%

Americas 91.68%
86.35%
United States 86.35%
5.33%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.21%
United Kingdom 2.72%
1.48%
Ireland 1.48%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.11%

Stock Sector Exposure

Cyclical
39.96%
Materials
4.92%
Consumer Discretionary
8.18%
Financials
21.38%
Real Estate
5.47%
Sensitive
43.48%
Communication Services
0.00%
Energy
5.64%
Industrials
24.65%
Information Technology
13.19%
Defensive
15.30%
Consumer Staples
1.22%
Health Care
8.39%
Utilities
5.70%
Not Classified
1.25%
Non Classified Equity
1.25%
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