Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.87%
Stock 99.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 78.41%
Mid 11.85%
Small 9.74%
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Region Exposure

% Developed Markets: 50.96%    % Emerging Markets: 49.01%    % Unidentified Markets: 0.02%

Americas 20.51%
5.99%
United States 5.99%
14.52%
Brazil 6.31%
Mexico 4.15%
Peru 2.54%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.14%
United Kingdom 2.03%
6.75%
Greece 2.79%
Switzerland 2.05%
3.01%
3.36%
South Africa 1.26%
United Arab Emirates 2.11%
Greater Asia 64.33%
Japan 0.00%
0.00%
34.09%
Hong Kong 2.99%
Singapore 1.24%
South Korea 14.68%
Taiwan 15.18%
30.24%
China 16.88%
India 10.86%
Philippines 2.49%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
33.80%
Materials
0.00%
Consumer Discretionary
10.11%
Financials
20.43%
Real Estate
3.27%
Sensitive
55.48%
Communication Services
7.70%
Energy
0.00%
Industrials
20.86%
Information Technology
26.92%
Defensive
10.70%
Consumer Staples
5.98%
Health Care
4.72%
Utilities
0.00%
Not Classified
0.02%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.00%
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