Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.01%
Stock 99.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.89%
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Market Capitalization

As of January 31, 2026
Large 74.27%
Mid 17.95%
Small 7.78%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.89%

Americas 85.55%
85.55%
United States 85.55%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.84%
United Kingdom 5.29%
6.55%
Germany 0.91%
Ireland 1.83%
Netherlands 1.34%
Switzerland 2.47%
0.00%
0.00%
Greater Asia 1.72%
Japan 0.00%
0.00%
1.72%
Taiwan 1.72%
0.00%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
32.98%
Materials
2.08%
Consumer Discretionary
7.14%
Financials
19.86%
Real Estate
3.89%
Sensitive
45.41%
Communication Services
6.55%
Energy
8.27%
Industrials
17.25%
Information Technology
13.35%
Defensive
20.74%
Consumer Staples
6.66%
Health Care
8.17%
Utilities
5.91%
Not Classified
0.87%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.87%
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