Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.51%
Stock 83.92%
Bond 0.45%
Convertible 0.00%
Preferred 0.06%
Other 14.06%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 79.15%    % Emerging Markets: 6.80%    % Unidentified Markets: 14.05%

Americas 6.38%
5.16%
Canada 2.76%
United States 2.40%
1.22%
Brazil 1.20%
Mexico 0.01%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.33%
United Kingdom 15.87%
33.13%
Austria 0.06%
Belgium 0.45%
Denmark 0.46%
Finland 2.37%
France 4.27%
Germany 3.91%
Ireland 2.95%
Italy 4.97%
Netherlands 5.15%
Norway 1.33%
Portugal 0.04%
Spain 0.76%
Sweden 2.04%
Switzerland 4.27%
0.02%
0.31%
Israel 0.31%
Greater Asia 30.24%
Japan 13.37%
1.49%
Australia 1.45%
9.81%
Hong Kong 0.42%
Singapore 1.32%
South Korea 3.25%
Taiwan 4.82%
5.57%
China 3.98%
India 1.59%
Unidentified Region 14.05%

Stock Sector Exposure

Cyclical
28.61%
Materials
3.44%
Consumer Discretionary
4.94%
Financials
19.93%
Real Estate
0.31%
Sensitive
45.62%
Communication Services
5.96%
Energy
2.73%
Industrials
21.95%
Information Technology
14.98%
Defensive
11.40%
Consumer Staples
2.89%
Health Care
7.75%
Utilities
0.75%
Not Classified
14.37%
Non Classified Equity
0.07%
Not Classified - Non Equity
14.30%
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