Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.64%
Stock 95.13%
Bond 0.81%
Convertible 0.00%
Preferred 2.42%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 86.84%
Mid 9.87%
Small 3.29%
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Region Exposure

% Developed Markets: 59.56%    % Emerging Markets: 39.28%    % Unidentified Markets: 1.16%

Americas 3.66%
3.66%
United States 3.66%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.15%
United Kingdom 3.79%
0.00%
0.00%
0.37%
South Africa 0.37%
Greater Asia 91.03%
Japan 0.00%
7.67%
Australia 7.67%
44.44%
Hong Kong 10.53%
Singapore 3.82%
South Korea 15.27%
Taiwan 14.38%
38.92%
China 23.03%
India 6.10%
Indonesia 5.13%
Thailand 4.09%
Unidentified Region 1.16%

Stock Sector Exposure

Cyclical
45.03%
Materials
8.86%
Consumer Discretionary
13.26%
Financials
21.28%
Real Estate
1.63%
Sensitive
44.56%
Communication Services
10.37%
Energy
2.78%
Industrials
6.10%
Information Technology
25.31%
Defensive
8.44%
Consumer Staples
5.95%
Health Care
1.66%
Utilities
0.83%
Not Classified
1.96%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.96%
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