Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.25%
Stock 96.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of January 31, 2026
Large 87.60%
Mid 12.40%
Small 0.00%
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Region Exposure

% Developed Markets: 89.27%    % Emerging Markets: 7.07%    % Unidentified Markets: 3.67%

Americas 16.80%
9.74%
Canada 9.77%
United States -0.03%
7.07%
Mexico 2.56%
Peru 4.50%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.58%
United Kingdom 14.80%
36.78%
Austria 4.62%
France 10.23%
Germany 6.12%
Ireland 3.99%
Netherlands 2.83%
Sweden 2.18%
Switzerland 6.80%
0.00%
0.00%
Greater Asia 27.96%
Japan 16.31%
2.59%
Australia 2.59%
9.06%
Hong Kong 1.79%
Singapore 3.90%
South Korea 3.37%
0.00%
Unidentified Region 3.67%

Stock Sector Exposure

Cyclical
42.37%
Materials
3.50%
Consumer Discretionary
15.98%
Financials
22.90%
Real Estate
0.00%
Sensitive
34.29%
Communication Services
0.00%
Energy
7.74%
Industrials
18.29%
Information Technology
8.26%
Defensive
23.34%
Consumer Staples
10.70%
Health Care
12.64%
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