Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.84%
Stock 98.84%
Bond 0.64%
Convertible 0.00%
Preferred 0.00%
Other -0.31%
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Market Capitalization

As of January 31, 2026
Large 79.98%
Mid 18.57%
Small 1.45%
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Region Exposure

% Developed Markets: 92.32%    % Emerging Markets: 7.23%    % Unidentified Markets: 0.46%

Americas 51.23%
48.49%
United States 48.49%
2.73%
Brazil 2.73%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.83%
United Kingdom 10.79%
26.04%
France 2.98%
Germany 6.62%
Ireland 5.16%
Netherlands 4.31%
Sweden 2.80%
Switzerland 4.17%
0.00%
0.00%
Greater Asia 11.49%
Japan 0.00%
0.00%
6.99%
Hong Kong 3.46%
Taiwan 3.53%
4.49%
India 2.63%
Indonesia 1.86%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
36.53%
Materials
0.00%
Consumer Discretionary
4.24%
Financials
32.28%
Real Estate
0.00%
Sensitive
49.23%
Communication Services
8.04%
Energy
0.00%
Industrials
20.34%
Information Technology
20.85%
Defensive
12.86%
Consumer Staples
3.73%
Health Care
9.13%
Utilities
0.00%
Not Classified
1.39%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.39%
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