Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.03%
Stock 98.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 90.63%
Mid 5.81%
Small 3.56%
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Region Exposure

% Developed Markets: 97.58%    % Emerging Markets: 2.11%    % Unidentified Markets: 0.32%

Americas 64.68%
62.57%
Canada -0.04%
United States 62.61%
2.11%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.07%
United Kingdom 11.56%
14.51%
France 6.34%
Germany 2.12%
Ireland 1.86%
Italy 2.86%
Switzerland 1.33%
0.00%
0.00%
Greater Asia 8.93%
Japan 2.50%
0.00%
6.43%
Hong Kong 2.46%
Singapore 1.63%
Taiwan 2.33%
0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
38.03%
Materials
3.23%
Consumer Discretionary
11.68%
Financials
21.18%
Real Estate
1.94%
Sensitive
45.74%
Communication Services
11.17%
Energy
0.00%
Industrials
11.01%
Information Technology
23.56%
Defensive
16.23%
Consumer Staples
4.77%
Health Care
11.46%
Utilities
0.00%
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