Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.38%
Stock 96.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.35%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.65%

Americas 94.23%
94.23%
Canada 2.62%
United States 91.61%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.12%
United Kingdom 0.85%
4.27%
Ireland 4.27%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
28.51%
Materials
2.26%
Consumer Discretionary
11.44%
Financials
13.00%
Real Estate
1.82%
Sensitive
54.11%
Communication Services
12.25%
Energy
3.47%
Industrials
9.93%
Information Technology
28.46%
Defensive
17.38%
Consumer Staples
5.10%
Health Care
10.38%
Utilities
1.90%
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