Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.31%
Stock 99.27%
Bond 0.48%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of January 31, 2026
Large 0.76%
Mid 1.02%
Small 98.22%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.25%

Americas 98.58%
96.28%
Canada 1.84%
United States 94.44%
2.31%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.17%
United Kingdom 0.00%
1.17%
Greece 1.17%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
49.14%
Materials
6.87%
Consumer Discretionary
11.48%
Financials
24.07%
Real Estate
6.72%
Sensitive
36.67%
Communication Services
1.46%
Energy
6.91%
Industrials
19.98%
Information Technology
8.31%
Defensive
11.59%
Consumer Staples
2.35%
Health Care
5.79%
Utilities
3.46%
Not Classified
2.60%
Non Classified Equity
1.81%
Not Classified - Non Equity
0.79%
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