Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 101.9%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.93%
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Market Capitalization

As of January 31, 2026
Large 83.56%
Mid 13.84%
Small 2.61%
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Region Exposure

% Developed Markets: 101.9%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.93%

Americas 98.37%
98.22%
Canada 0.04%
United States 98.19%
0.14%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.35%
United Kingdom 0.44%
2.91%
Ireland 2.38%
Netherlands 0.10%
Switzerland 0.43%
0.00%
0.00%
Greater Asia 0.22%
Japan 0.00%
0.00%
0.22%
Singapore 0.22%
0.00%
Unidentified Region -1.93%

Stock Sector Exposure

Cyclical
24.68%
Materials
1.14%
Consumer Discretionary
5.65%
Financials
17.41%
Real Estate
0.48%
Sensitive
54.46%
Communication Services
12.44%
Energy
1.62%
Industrials
6.81%
Information Technology
33.60%
Defensive
20.50%
Consumer Staples
3.12%
Health Care
13.10%
Utilities
4.29%
Not Classified
0.36%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.36%
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