Asset Allocation

As of January 31, 2026.
Type % Net
Cash 25.29%
Stock 73.80%
Bond 1.03%
Convertible 0.00%
Preferred 0.00%
Other -0.12%
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Market Capitalization

As of January 31, 2026
Large 81.52%
Mid 14.69%
Small 3.78%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 97.81%
97.75%
Canada 0.02%
United States 97.72%
0.06%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.66%
United Kingdom 0.33%
1.33%
Ireland 1.05%
Netherlands 0.07%
Switzerland 0.22%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.10%
Singapore 0.10%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
25.56%
Materials
1.85%
Consumer Discretionary
9.95%
Financials
12.07%
Real Estate
1.69%
Sensitive
56.82%
Communication Services
10.33%
Energy
2.97%
Industrials
7.80%
Information Technology
35.73%
Defensive
15.49%
Consumer Staples
4.52%
Health Care
8.85%
Utilities
2.11%
Not Classified
2.13%
Non Classified Equity
0.04%
Not Classified - Non Equity
2.09%
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