Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.90%
Stock 97.67%
Bond 1.44%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 68.08%
Mid 19.74%
Small 12.18%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.23%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.75%

Americas 94.64%
94.57%
Canada 0.77%
United States 93.80%
0.07%
Brazil 0.02%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.21%
United Kingdom 1.56%
2.65%
Denmark 0.11%
Germany 0.56%
Ireland 1.70%
Netherlands 0.02%
Switzerland 0.23%
0.00%
0.00%
Greater Asia 0.40%
Japan 0.00%
0.00%
0.40%
Taiwan 0.40%
0.00%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
29.07%
Materials
2.43%
Consumer Discretionary
11.71%
Financials
13.75%
Real Estate
1.18%
Sensitive
49.72%
Communication Services
11.39%
Energy
2.76%
Industrials
9.96%
Information Technology
25.62%
Defensive
19.01%
Consumer Staples
5.99%
Health Care
11.51%
Utilities
1.51%
Not Classified
2.20%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.20%
As of January 31, 2026
View Region Exposure
Start Trial

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