Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.91%
Stock 95.70%
Bond 1.26%
Convertible 0.00%
Preferred 0.00%
Other 2.13%
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Market Capitalization

As of January 31, 2026
Large 69.30%
Mid 25.87%
Small 4.83%
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Region Exposure

% Developed Markets: 97.23%    % Emerging Markets: 1.51%    % Unidentified Markets: 1.26%

Americas 1.27%
1.27%
Canada 0.01%
United States 1.26%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.20%
United Kingdom 19.96%
44.92%
Austria 1.61%
Belgium 2.11%
Denmark 3.42%
France 7.90%
Germany 2.57%
Greece 1.29%
Ireland 5.01%
Italy 3.40%
Netherlands 7.29%
Portugal 1.68%
Spain 3.29%
Sweden 1.61%
Switzerland 3.73%
0.32%
Czech Republic 0.32%
0.00%
Greater Asia 32.27%
Japan 23.53%
2.57%
Australia 2.57%
4.98%
Hong Kong 1.26%
South Korea 1.92%
Taiwan 1.80%
1.19%
China 1.19%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
37.17%
Materials
6.28%
Consumer Discretionary
9.62%
Financials
18.54%
Real Estate
2.73%
Sensitive
40.32%
Communication Services
8.18%
Energy
5.78%
Industrials
19.44%
Information Technology
6.93%
Defensive
20.37%
Consumer Staples
5.21%
Health Care
11.72%
Utilities
3.44%
Not Classified
2.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.13%
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