Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.02%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of January 31, 2026
Large 3.78%
Mid 38.09%
Small 58.13%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.03%

Americas 94.82%
91.84%
Canada 0.24%
United States 91.60%
2.98%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.21%
United Kingdom 1.73%
3.48%
Finland 0.00%
Ireland 1.82%
Netherlands 0.00%
Switzerland 1.06%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
35.71%
Materials
5.12%
Consumer Discretionary
9.59%
Financials
13.66%
Real Estate
7.34%
Sensitive
42.38%
Communication Services
1.58%
Energy
6.42%
Industrials
19.82%
Information Technology
14.56%
Defensive
21.66%
Consumer Staples
1.97%
Health Care
12.03%
Utilities
7.66%
Not Classified
0.24%
Non Classified Equity
0.22%
Not Classified - Non Equity
0.03%
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