Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.14%
Stock 95.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of January 31, 2026
Large 0.00%
Mid 4.32%
Small 95.68%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 98.92%
98.92%
Canada 2.96%
United States 95.96%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.14%
United Kingdom 0.55%
0.58%
Ireland 0.58%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
30.71%
Materials
9.04%
Consumer Discretionary
7.73%
Financials
11.59%
Real Estate
2.34%
Sensitive
52.52%
Communication Services
0.00%
Energy
2.04%
Industrials
30.77%
Information Technology
19.71%
Defensive
15.37%
Consumer Staples
1.15%
Health Care
14.22%
Utilities
0.00%
Not Classified
1.41%
Non Classified Equity
1.41%
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