Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.49%
Stock 98.63%
Bond 0.26%
Convertible 0.00%
Preferred 0.00%
Other 0.61%
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Market Capitalization

As of January 31, 2026
Large 4.96%
Mid 25.57%
Small 69.47%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.07%

Americas 93.07%
92.15%
United States 92.15%
0.93%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.61%
United Kingdom 1.72%
3.43%
Germany 0.22%
Ireland 2.88%
Netherlands 0.33%
0.00%
0.46%
Israel 0.46%
Greater Asia 0.26%
Japan 0.00%
0.00%
0.26%
Singapore 0.26%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
44.69%
Materials
7.79%
Consumer Discretionary
12.59%
Financials
17.66%
Real Estate
6.64%
Sensitive
39.12%
Communication Services
0.48%
Energy
5.83%
Industrials
21.41%
Information Technology
11.40%
Defensive
15.69%
Consumer Staples
3.17%
Health Care
9.40%
Utilities
3.12%
Not Classified
0.50%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.50%
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