Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.04%
Stock 98.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 58.90%
Mid 33.74%
Small 7.36%
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Region Exposure

% Developed Markets: 100.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.47%

Americas 56.26%
54.24%
Canada 1.18%
United States 53.06%
2.02%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.11%
United Kingdom 10.48%
24.63%
France 10.18%
Germany 5.50%
Ireland 5.42%
Switzerland 3.52%
0.00%
0.00%
Greater Asia 9.10%
Japan 1.48%
0.00%
7.62%
Taiwan 7.62%
0.00%
Unidentified Region -0.47%

Stock Sector Exposure

Cyclical
16.74%
Materials
10.35%
Consumer Discretionary
4.35%
Financials
2.04%
Real Estate
0.00%
Sensitive
69.15%
Communication Services
0.00%
Energy
0.00%
Industrials
36.21%
Information Technology
32.94%
Defensive
14.11%
Consumer Staples
2.92%
Health Care
7.86%
Utilities
3.34%
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