Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.07%
Stock 99.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.82%
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Market Capitalization

As of January 31, 2026
Large 71.75%
Mid 18.51%
Small 9.74%
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Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.82%

Americas 64.91%
64.91%
United States 64.91%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.68%
United Kingdom 8.06%
21.61%
France 1.47%
Ireland 6.23%
Netherlands 3.93%
Switzerland 9.98%
0.00%
0.00%
Greater Asia 4.59%
Japan 0.00%
0.00%
4.59%
Singapore 4.59%
0.00%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
36.40%
Materials
3.50%
Consumer Discretionary
9.54%
Financials
21.52%
Real Estate
1.85%
Sensitive
27.99%
Communication Services
7.94%
Energy
4.80%
Industrials
12.29%
Information Technology
2.96%
Defensive
34.82%
Consumer Staples
11.15%
Health Care
21.84%
Utilities
1.83%
Not Classified
0.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.79%
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