Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.06%
Stock 96.75%
Bond 1.19%
Convertible 0.00%
Preferred 0.65%
Other 0.35%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 57.91%
Mid 28.77%
Small 13.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.47%

Americas 83.97%
83.97%
Canada 1.45%
United States 82.52%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.10%
United Kingdom 6.85%
6.24%
France 0.61%
Germany 0.65%
Ireland 1.82%
Netherlands 0.27%
Spain 0.61%
Switzerland 2.28%
0.00%
0.00%
Greater Asia 2.47%
Japan 0.00%
0.00%
2.47%
South Korea 1.64%
Taiwan 0.83%
0.00%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
34.87%
Materials
6.63%
Consumer Discretionary
5.73%
Financials
18.59%
Real Estate
3.91%
Sensitive
39.23%
Communication Services
8.62%
Energy
5.67%
Industrials
11.89%
Information Technology
13.06%
Defensive
23.48%
Consumer Staples
6.07%
Health Care
13.44%
Utilities
3.97%
Not Classified
2.42%
Non Classified Equity
0.16%
Not Classified - Non Equity
2.26%
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