Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.89%
Stock 96.71%
Bond 2.40%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 83.36%
Mid 14.14%
Small 2.50%
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Region Exposure

% Developed Markets: 95.01%    % Emerging Markets: 4.71%    % Unidentified Markets: 0.28%

Americas 71.00%
69.32%
Canada 6.13%
United States 63.19%
1.68%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.79%
United Kingdom 6.44%
11.35%
Denmark 0.26%
France 5.32%
Germany 0.94%
Ireland 0.68%
Italy 0.83%
Netherlands 1.39%
Spain 0.98%
Sweden 0.97%
0.00%
0.00%
Greater Asia 10.92%
Japan 3.41%
0.00%
2.80%
South Korea 0.00%
Taiwan 2.80%
4.71%
China 3.73%
India 0.98%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
30.38%
Materials
4.26%
Consumer Discretionary
10.23%
Financials
15.86%
Real Estate
0.03%
Sensitive
55.16%
Communication Services
9.67%
Energy
2.24%
Industrials
17.75%
Information Technology
25.50%
Defensive
11.18%
Consumer Staples
3.91%
Health Care
5.34%
Utilities
1.93%
Not Classified
3.29%
Non Classified Equity
0.01%
Not Classified - Non Equity
3.28%
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