Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.25%
Stock 93.76%
Bond 0.00%
Convertible 0.00%
Preferred 1.99%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 69.23%
Mid 20.09%
Small 10.68%
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Region Exposure

% Developed Markets: 93.56%    % Emerging Markets: 6.44%    % Unidentified Markets: 0.00%

Americas 51.59%
44.75%
Canada 5.63%
United States 39.12%
6.84%
Brazil 3.54%
Mexico 2.28%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.24%
United Kingdom 10.92%
23.33%
Austria 2.85%
France 10.94%
Germany 2.70%
Ireland 1.00%
Netherlands 1.78%
Spain 1.00%
Switzerland 3.05%
0.00%
0.00%
Greater Asia 14.17%
Japan 1.20%
0.00%
12.35%
Hong Kong 6.13%
South Korea 2.61%
Taiwan 3.61%
0.62%
Malaysia 0.62%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
30.30%
Materials
4.99%
Consumer Discretionary
7.28%
Financials
17.37%
Real Estate
0.66%
Sensitive
33.73%
Communication Services
4.20%
Energy
5.96%
Industrials
8.15%
Information Technology
15.42%
Defensive
35.97%
Consumer Staples
10.16%
Health Care
23.56%
Utilities
2.25%
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