Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.54%
Stock 98.51%
Bond 0.40%
Convertible 0.00%
Preferred 0.78%
Other -0.23%
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Market Capitalization

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

% Developed Markets: 98.52%    % Emerging Markets: 0.25%    % Unidentified Markets: 1.23%

Americas 94.59%
94.03%
Canada 0.76%
United States 93.27%
0.56%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.20%
United Kingdom 0.16%
2.66%
Ireland 0.23%
Netherlands 1.88%
Sweden 0.03%
Switzerland 0.45%
0.00%
0.38%
Israel 0.38%
Greater Asia 0.97%
Japan 0.02%
0.00%
0.95%
Hong Kong 0.04%
Singapore 0.14%
South Korea 0.33%
Taiwan 0.44%
0.00%
India 0.00%
Unidentified Region 1.23%

Stock Sector Exposure

Cyclical
39.78%
Materials
0.02%
Consumer Discretionary
18.21%
Financials
20.41%
Real Estate
1.14%
Sensitive
49.91%
Communication Services
16.67%
Energy
5.02%
Industrials
0.22%
Information Technology
28.01%
Defensive
8.36%
Consumer Staples
5.64%
Health Care
1.78%
Utilities
0.93%
Not Classified
1.95%
Non Classified Equity
1.02%
Not Classified - Non Equity
0.92%
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