Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.17%
Stock 98.20%
Bond 0.16%
Convertible 0.00%
Preferred 0.00%
Other 1.47%
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Market Capitalization

As of January 31, 2026
Large 17.06%
Mid 49.66%
Small 33.28%
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Region Exposure

% Developed Markets: 96.38%    % Emerging Markets: 1.98%    % Unidentified Markets: 1.64%

Americas 92.04%
87.21%
United States 87.21%
4.84%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.92%
United Kingdom 0.00%
3.23%
Italy 1.26%
Netherlands 1.06%
0.00%
1.70%
Israel 1.70%
Greater Asia 1.40%
Japan 1.40%
0.00%
0.00%
0.00%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
22.91%
Materials
0.00%
Consumer Discretionary
17.98%
Financials
4.93%
Real Estate
0.00%
Sensitive
53.90%
Communication Services
8.83%
Energy
0.00%
Industrials
28.60%
Information Technology
16.47%
Defensive
22.86%
Consumer Staples
0.00%
Health Care
19.46%
Utilities
3.40%
Not Classified
0.33%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.33%
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