Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.03%
Stock 99.15%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.88%
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Market Capitalization

As of January 31, 2026
Large 75.15%
Mid 16.75%
Small 8.10%
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Region Exposure

% Developed Markets: 99.12%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.88%

Americas 78.97%
78.97%
United States 78.97%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.94%
United Kingdom 7.10%
9.83%
Germany 2.18%
Ireland 2.43%
Netherlands 3.49%
Switzerland 1.73%
0.00%
0.00%
Greater Asia 3.21%
Japan 0.00%
0.00%
3.21%
Taiwan 3.21%
0.00%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
30.57%
Materials
1.75%
Consumer Discretionary
9.15%
Financials
19.67%
Real Estate
0.00%
Sensitive
47.16%
Communication Services
7.40%
Energy
8.24%
Industrials
19.95%
Information Technology
11.57%
Defensive
21.36%
Consumer Staples
5.14%
Health Care
8.90%
Utilities
7.32%
Not Classified
0.91%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.91%
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