Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.29%
Stock 97.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.34%
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Market Capitalization

As of January 31, 2026
Large 80.05%
Mid 15.79%
Small 4.16%
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Region Exposure

% Developed Markets: 83.05%    % Emerging Markets: 15.77%    % Unidentified Markets: 1.18%

Americas 8.17%
3.53%
Canada 3.54%
United States -0.00%
4.63%
Brazil 2.86%
Mexico 0.49%
Peru 0.26%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.65%
United Kingdom 12.83%
34.33%
Austria 1.35%
Belgium 1.00%
Denmark 1.33%
Finland 0.62%
France 3.65%
Germany 5.22%
Greece 0.63%
Ireland 1.25%
Italy 4.22%
Netherlands 5.97%
Norway 0.45%
Spain 2.88%
Sweden 1.44%
Switzerland 3.82%
0.00%
3.49%
South Africa 2.32%
United Arab Emirates 1.17%
Greater Asia 40.01%
Japan 12.70%
0.90%
Australia 0.90%
17.55%
Hong Kong 3.55%
Singapore 0.31%
South Korea 5.72%
Taiwan 7.98%
8.86%
China 3.62%
India 5.23%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
37.35%
Materials
4.57%
Consumer Discretionary
8.68%
Financials
23.22%
Real Estate
0.89%
Sensitive
48.35%
Communication Services
5.90%
Energy
1.05%
Industrials
19.27%
Information Technology
22.12%
Defensive
14.30%
Consumer Staples
1.72%
Health Care
9.83%
Utilities
2.74%
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