Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.73%
Stock 98.69%
Bond 0.24%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
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Market Capitalization

As of January 31, 2026
Large 75.32%
Mid 15.29%
Small 9.39%
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Region Exposure

% Developed Markets: 98.88%    % Emerging Markets: 0.04%    % Unidentified Markets: 1.08%

Americas 97.64%
96.18%
Canada 0.00%
United States 96.18%
1.46%
Brazil 0.04%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.28%
United Kingdom 0.30%
0.98%
Ireland 0.40%
Netherlands 0.33%
Switzerland 0.25%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
33.55%
Materials
1.71%
Consumer Discretionary
12.14%
Financials
17.57%
Real Estate
2.13%
Sensitive
50.05%
Communication Services
11.71%
Energy
2.85%
Industrials
7.42%
Information Technology
28.07%
Defensive
16.19%
Consumer Staples
4.63%
Health Care
9.20%
Utilities
2.35%
Not Classified
0.22%
Non Classified Equity
0.21%
Not Classified - Non Equity
0.01%
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