Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.80%
Stock 99.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

As of January 31, 2026
Large 93.56%
Mid 6.15%
Small 0.29%
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Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.82%

Americas 57.68%
57.68%
Canada 3.28%
United States 54.40%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.45%
United Kingdom 6.37%
23.08%
France 10.69%
Germany 2.36%
Ireland 5.40%
Netherlands 3.54%
Switzerland 1.10%
0.00%
0.00%
Greater Asia 12.05%
Japan 5.84%
0.00%
6.21%
Hong Kong 0.67%
Taiwan 5.54%
0.00%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
31.75%
Materials
2.89%
Consumer Discretionary
8.50%
Financials
18.44%
Real Estate
1.93%
Sensitive
48.66%
Communication Services
3.38%
Energy
5.38%
Industrials
10.29%
Information Technology
29.61%
Defensive
19.59%
Consumer Staples
5.88%
Health Care
8.89%
Utilities
4.82%
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