Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.67%
Stock 98.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.05%
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Market Capitalization

As of January 31, 2026
Large 81.93%
Mid 13.06%
Small 5.01%
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Region Exposure

% Developed Markets: 97.13%    % Emerging Markets: 1.66%    % Unidentified Markets: 1.21%

Americas 63.85%
63.31%
Canada 0.01%
United States 63.30%
0.54%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.65%
United Kingdom 4.12%
13.53%
France 2.16%
Germany 1.19%
Ireland 2.47%
Italy 2.70%
Netherlands 2.15%
Norway 0.63%
Spain 0.80%
Switzerland 1.44%
0.00%
0.00%
Greater Asia 17.29%
Japan 4.38%
1.17%
Australia 1.17%
10.61%
Hong Kong 2.59%
Singapore 1.26%
South Korea 4.40%
Taiwan 2.35%
1.13%
China 1.13%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
31.70%
Materials
2.68%
Consumer Discretionary
8.57%
Financials
17.54%
Real Estate
2.92%
Sensitive
50.98%
Communication Services
10.29%
Energy
0.64%
Industrials
11.27%
Information Technology
28.78%
Defensive
16.27%
Consumer Staples
3.69%
Health Care
9.96%
Utilities
2.61%
Not Classified
1.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.05%
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