Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.50%
Stock 98.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.06%
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Market Capitalization

As of January 31, 2026
Large 12.91%
Mid 32.70%
Small 54.40%
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Region Exposure

% Developed Markets: 98.44%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.56%

Americas 92.81%
87.76%
United States 87.76%
5.05%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.63%
United Kingdom 3.44%
0.00%
0.00%
2.19%
Israel 2.19%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.56%

Stock Sector Exposure

Cyclical
41.52%
Materials
6.39%
Consumer Discretionary
8.10%
Financials
16.31%
Real Estate
10.72%
Sensitive
38.01%
Communication Services
3.48%
Energy
7.70%
Industrials
15.99%
Information Technology
10.85%
Defensive
19.31%
Consumer Staples
2.81%
Health Care
8.73%
Utilities
7.77%
Not Classified
1.15%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.15%
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