Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.45%
Stock 102.7%
Bond 0.49%
Convertible 0.00%
Preferred 0.00%
Other -3.67%
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Market Capitalization

As of January 31, 2026
Large 95.48%
Mid 4.42%
Small 0.10%
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Region Exposure

% Developed Markets: 103.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -3.22%

Americas 100.6%
100.6%
United States 100.6%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.58%
United Kingdom 1.18%
1.40%
Ireland 1.40%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -3.22%

Stock Sector Exposure

Cyclical
30.87%
Materials
1.14%
Consumer Discretionary
11.79%
Financials
16.84%
Real Estate
1.09%
Sensitive
53.95%
Communication Services
12.46%
Energy
3.08%
Industrials
9.78%
Information Technology
28.62%
Defensive
14.40%
Consumer Staples
6.62%
Health Care
5.51%
Utilities
2.28%
Not Classified
0.78%
Non Classified Equity
-0.15%
Not Classified - Non Equity
0.93%
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