Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.69%
Stock 96.46%
Bond 2.86%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of January 31, 2026
Large 89.22%
Mid 8.12%
Small 2.66%
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Region Exposure

% Developed Markets: 99.09%    % Emerging Markets: 0.82%    % Unidentified Markets: 0.09%

Americas 88.83%
88.50%
Canada 4.96%
United States 83.54%
0.32%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.64%
United Kingdom 0.00%
6.64%
Germany 1.76%
Ireland 1.02%
Netherlands 3.22%
Sweden 0.00%
Switzerland 0.22%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 4.44%
Japan 3.14%
0.25%
Australia 0.25%
0.55%
Singapore 0.01%
Taiwan 0.54%
0.50%
China 0.16%
Thailand 0.33%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
2.66%
Materials
0.00%
Consumer Discretionary
1.09%
Financials
1.21%
Real Estate
0.37%
Sensitive
97.33%
Communication Services
24.21%
Energy
0.00%
Industrials
2.02%
Information Technology
71.10%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.00%
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