Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.70%
Stock 98.45%
Bond 0.92%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of January 31, 2026
Large 13.61%
Mid 49.75%
Small 36.64%
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Region Exposure

% Developed Markets: 98.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.21%

Americas 90.85%
90.85%
Canada 1.17%
United States 89.68%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.93%
United Kingdom 0.72%
4.27%
Ireland 0.64%
Italy 0.64%
Netherlands 2.99%
0.00%
2.95%
Israel 2.95%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
22.73%
Materials
1.92%
Consumer Discretionary
11.70%
Financials
7.57%
Real Estate
1.54%
Sensitive
54.34%
Communication Services
1.97%
Energy
4.49%
Industrials
23.77%
Information Technology
24.12%
Defensive
18.84%
Consumer Staples
3.40%
Health Care
13.64%
Utilities
1.79%
Not Classified
4.09%
Non Classified Equity
2.47%
Not Classified - Non Equity
1.61%
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