Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.86%
Stock 97.74%
Bond 1.36%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of January 31, 2026
Large 81.01%
Mid 14.97%
Small 4.02%
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Region Exposure

% Developed Markets: 99.24%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.76%

Americas 96.79%
96.71%
Canada 0.03%
United States 96.68%
0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.30%
United Kingdom 0.45%
1.85%
Ireland 1.46%
Netherlands 0.09%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.14%
Japan 0.00%
0.00%
0.14%
Singapore 0.14%
0.00%
Unidentified Region 0.76%

Stock Sector Exposure

Cyclical
26.70%
Materials
1.92%
Consumer Discretionary
10.40%
Financials
12.61%
Real Estate
1.77%
Sensitive
55.00%
Communication Services
10.79%
Energy
3.11%
Industrials
8.15%
Information Technology
32.94%
Defensive
16.19%
Consumer Staples
4.73%
Health Care
9.25%
Utilities
2.20%
Not Classified
2.12%
Non Classified Equity
0.04%
Not Classified - Non Equity
2.07%
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