Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 73.90%
Mid 18.38%
Small 7.72%
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Region Exposure

% Developed Markets: 99.38%    % Emerging Markets: 0.41%    % Unidentified Markets: 0.21%

Americas 98.17%
97.76%
Canada 0.01%
United States 97.75%
0.41%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.06%
United Kingdom 0.00%
1.06%
Ireland 0.99%
0.00%
0.00%
Greater Asia 0.56%
Japan 0.00%
0.56%
Australia 0.56%
0.00%
0.00%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
26.63%
Materials
0.15%
Consumer Discretionary
12.37%
Financials
14.11%
Real Estate
0.00%
Sensitive
55.97%
Communication Services
7.60%
Energy
1.43%
Industrials
8.88%
Information Technology
38.06%
Defensive
17.41%
Consumer Staples
5.49%
Health Care
11.43%
Utilities
0.48%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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