Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.31%
Stock 98.90%
Bond 0.79%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 84.80%
Mid 11.71%
Small 3.49%
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Region Exposure

% Developed Markets: 87.02%    % Emerging Markets: 12.89%    % Unidentified Markets: 0.09%

Americas 7.48%
5.67%
Canada 0.99%
United States 4.68%
1.81%
Brazil 0.72%
Mexico 0.61%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.08%
United Kingdom 14.64%
33.03%
Belgium 1.17%
Denmark 0.98%
France 9.13%
Germany 5.56%
Ireland 2.24%
Italy 2.44%
Netherlands 4.64%
Spain 1.31%
Sweden 3.07%
Switzerland 2.48%
0.23%
Czech Republic 0.23%
1.17%
Israel 1.17%
Greater Asia 43.34%
Japan 12.37%
1.66%
Australia 1.66%
18.47%
Hong Kong 4.84%
Singapore 2.19%
South Korea 4.24%
Taiwan 7.20%
10.84%
China 4.52%
India 4.13%
Indonesia 1.47%
Thailand 0.73%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
34.96%
Materials
3.57%
Consumer Discretionary
8.96%
Financials
22.43%
Real Estate
0.00%
Sensitive
47.58%
Communication Services
2.74%
Energy
4.17%
Industrials
20.97%
Information Technology
19.71%
Defensive
16.39%
Consumer Staples
4.92%
Health Care
10.22%
Utilities
1.24%
Not Classified
1.07%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.07%
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