Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 93.74%
Bond 0.00%
Convertible 0.00%
Preferred 2.46%
Other 3.80%
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Market Capitalization

As of January 31, 2026
Large 18.61%
Mid 34.11%
Small 47.28%
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Region Exposure

% Developed Markets: 78.03%    % Emerging Markets: 19.48%    % Unidentified Markets: 2.49%

Americas 10.24%
6.20%
Canada 4.61%
United States 1.58%
4.05%
Brazil 1.28%
Chile 1.61%
Colombia 0.85%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.75%
United Kingdom 11.65%
18.29%
Austria 0.45%
Belgium 0.69%
Denmark 0.54%
Germany 1.43%
Greece 1.34%
Italy 5.70%
Netherlands 0.75%
Norway 0.76%
Spain 2.06%
Sweden 3.27%
Switzerland 1.30%
1.37%
5.44%
Israel 0.94%
South Africa 3.52%
United Arab Emirates 0.98%
Greater Asia 50.52%
Japan 24.77%
2.14%
Australia 2.14%
13.07%
Hong Kong 3.83%
Singapore 1.26%
South Korea 4.55%
Taiwan 3.44%
10.54%
China 4.96%
India 4.82%
Indonesia 0.76%
Unidentified Region 2.49%

Stock Sector Exposure

Cyclical
40.70%
Materials
16.12%
Consumer Discretionary
6.58%
Financials
16.55%
Real Estate
1.45%
Sensitive
44.44%
Communication Services
3.55%
Energy
7.71%
Industrials
21.60%
Information Technology
11.58%
Defensive
14.86%
Consumer Staples
5.83%
Health Care
2.64%
Utilities
6.40%
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