Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.31%
Stock 96.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 78.80%
Mid 17.62%
Small 3.59%
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Region Exposure

% Developed Markets: 90.46%    % Emerging Markets: 6.23%    % Unidentified Markets: 3.31%

Americas 67.24%
65.17%
Canada 1.70%
United States 63.47%
2.08%
Brazil 2.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.81%
United Kingdom 1.58%
9.24%
Germany 3.58%
Netherlands 1.83%
Spain 2.24%
Sweden 1.58%
0.00%
0.00%
Greater Asia 18.63%
Japan 9.40%
0.00%
5.07%
Hong Kong 2.29%
Taiwan 2.79%
4.15%
China 4.15%
Unidentified Region 3.31%

Stock Sector Exposure

Cyclical
34.14%
Materials
1.88%
Consumer Discretionary
12.29%
Financials
19.97%
Real Estate
0.00%
Sensitive
49.92%
Communication Services
12.12%
Energy
3.68%
Industrials
12.29%
Information Technology
21.83%
Defensive
15.94%
Consumer Staples
4.50%
Health Care
11.44%
Utilities
0.00%
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