Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.34%
Stock 99.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 83.58%
Mid 9.10%
Small 7.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.06%

Americas 91.38%
91.38%
Canada 2.63%
United States 88.74%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.50%
United Kingdom 0.00%
4.03%
Ireland 1.81%
0.00%
0.48%
Israel 0.48%
Greater Asia 4.18%
Japan 0.00%
0.00%
4.18%
Taiwan 4.18%
0.00%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
7.91%
Materials
0.00%
Consumer Discretionary
5.79%
Financials
2.12%
Real Estate
0.00%
Sensitive
92.09%
Communication Services
15.34%
Energy
0.00%
Industrials
2.95%
Information Technology
73.80%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
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