Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.10%
Stock 96.21%
Bond 0.11%
Convertible 0.00%
Preferred 3.26%
Other 0.32%
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Market Capitalization

As of January 31, 2026
Large 78.29%
Mid 15.93%
Small 5.78%
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Region Exposure

% Developed Markets: 70.76%    % Emerging Markets: 28.83%    % Unidentified Markets: 0.41%

Americas 25.64%
17.39%
Canada 4.10%
United States 13.29%
8.26%
Brazil 7.11%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.07%
United Kingdom 9.13%
12.26%
Belgium 1.04%
Germany 0.98%
Netherlands 4.28%
Norway 2.92%
Portugal 1.00%
Spain 2.04%
1.23%
Turkey 1.23%
10.43%
Saudi Arabia 5.24%
South Africa 3.42%
United Arab Emirates 1.77%
Greater Asia 40.88%
Japan 12.55%
0.00%
16.51%
Hong Kong 6.03%
Singapore 0.72%
South Korea 3.23%
Taiwan 6.53%
11.82%
China 11.82%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
54.93%
Materials
13.92%
Consumer Discretionary
16.18%
Financials
24.82%
Real Estate
0.00%
Sensitive
37.15%
Communication Services
7.49%
Energy
7.22%
Industrials
5.63%
Information Technology
16.82%
Defensive
7.70%
Consumer Staples
0.00%
Health Care
7.70%
Utilities
0.00%
Not Classified
0.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.21%
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