Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.67%
Stock 98.13%
Bond 1.19%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of January 31, 2026
Large 51.65%
Mid 24.57%
Small 23.78%
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Region Exposure

% Developed Markets: 99.35%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.65%

Americas 96.46%
95.50%
Canada 0.92%
United States 94.59%
0.96%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.15%
United Kingdom 1.14%
1.01%
France 0.15%
Ireland 0.07%
Sweden 0.09%
Switzerland 0.71%
0.00%
0.00%
Greater Asia 0.74%
Japan 0.74%
0.00%
0.00%
0.00%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
19.62%
Materials
1.63%
Consumer Discretionary
7.94%
Financials
9.74%
Real Estate
0.31%
Sensitive
44.55%
Communication Services
10.65%
Energy
1.73%
Industrials
9.71%
Information Technology
22.46%
Defensive
34.02%
Consumer Staples
14.00%
Health Care
15.57%
Utilities
4.45%
Not Classified
1.81%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.81%
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