Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.49%
Stock 97.05%
Bond 1.24%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of January 31, 2026
Large 82.46%
Mid 16.71%
Small 0.83%
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Region Exposure

% Developed Markets: 85.82%    % Emerging Markets: 12.46%    % Unidentified Markets: 1.71%

Americas 10.28%
7.86%
Canada 1.33%
United States 6.53%
2.43%
Brazil 2.43%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.96%
United Kingdom 21.72%
42.24%
Finland 2.90%
France 6.28%
Germany 6.84%
Ireland 3.18%
Netherlands 12.13%
Spain 2.13%
Sweden 2.90%
Switzerland 5.88%
0.00%
0.00%
Greater Asia 24.04%
Japan 5.18%
0.00%
8.82%
Hong Kong 4.83%
Taiwan 3.99%
10.04%
China 4.44%
India 3.25%
Indonesia 2.35%
Unidentified Region 1.71%

Stock Sector Exposure

Cyclical
36.39%
Materials
0.00%
Consumer Discretionary
17.34%
Financials
19.05%
Real Estate
0.00%
Sensitive
49.84%
Communication Services
6.72%
Energy
0.00%
Industrials
29.00%
Information Technology
14.13%
Defensive
11.05%
Consumer Staples
2.39%
Health Care
8.65%
Utilities
0.00%
Not Classified
2.72%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.72%
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