Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.27%
Stock 96.35%
Bond 0.00%
Convertible 0.00%
Preferred 1.52%
Other 0.86%
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Market Capitalization

As of January 31, 2026
Large 10.76%
Mid 18.35%
Small 70.89%
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Region Exposure

% Developed Markets: 89.59%    % Emerging Markets: 10.41%    % Unidentified Markets: 0.00%

Americas 48.82%
42.26%
Canada 8.37%
United States 33.88%
6.56%
Brazil 1.90%
Mexico 4.67%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.46%
United Kingdom 10.48%
25.45%
Austria 0.59%
Belgium 0.56%
France 5.39%
Germany 1.93%
Ireland 1.77%
Netherlands 1.31%
Spain 4.13%
Switzerland 3.84%
1.53%
0.00%
Greater Asia 13.72%
Japan 3.86%
0.00%
8.22%
Hong Kong 3.90%
South Korea 4.32%
1.64%
Indonesia 1.64%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
20.69%
Materials
5.70%
Consumer Discretionary
4.62%
Financials
6.62%
Real Estate
3.75%
Sensitive
54.98%
Communication Services
5.42%
Energy
5.80%
Industrials
34.93%
Information Technology
8.85%
Defensive
24.32%
Consumer Staples
14.43%
Health Care
9.89%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.01%
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