Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.14%
Stock 97.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 47.95%
Mid 27.96%
Small 24.08%
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Region Exposure

% Developed Markets: 96.85%    % Emerging Markets: 1.01%    % Unidentified Markets: 2.14%

Americas 58.10%
58.10%
Canada 5.81%
United States 52.29%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.65%
United Kingdom 4.05%
32.60%
Denmark 2.39%
Finland 6.43%
France 6.94%
Germany 4.30%
Ireland 3.11%
Italy 4.78%
Norway 1.44%
Switzerland 3.21%
0.00%
0.00%
Greater Asia 3.10%
Japan 2.10%
0.00%
0.00%
1.01%
China 1.01%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
22.91%
Materials
9.39%
Consumer Discretionary
7.19%
Financials
3.95%
Real Estate
2.37%
Sensitive
57.83%
Communication Services
0.00%
Energy
3.38%
Industrials
39.59%
Information Technology
14.86%
Defensive
19.27%
Consumer Staples
3.08%
Health Care
8.68%
Utilities
7.51%
Not Classified
0.00%
Non Classified Equity
0.00%
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