Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.29%
Stock 95.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 1.06%
Mid 18.11%
Small 80.84%
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Region Exposure

% Developed Markets: 99.87%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.13%

Americas 59.44%
59.44%
Canada 2.00%
United States 57.45%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.08%
United Kingdom 5.30%
17.78%
Belgium 0.13%
Denmark 3.11%
Finland 1.12%
France 2.11%
Germany 5.69%
Netherlands 0.91%
Norway 1.00%
Sweden 0.70%
Switzerland 3.00%
0.00%
0.00%
Greater Asia 17.34%
Japan 14.60%
2.74%
Australia 2.74%
0.00%
0.00%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
24.97%
Materials
6.31%
Consumer Discretionary
5.67%
Financials
11.56%
Real Estate
1.43%
Sensitive
63.80%
Communication Services
1.25%
Energy
4.16%
Industrials
35.73%
Information Technology
22.67%
Defensive
11.23%
Consumer Staples
4.59%
Health Care
6.64%
Utilities
0.00%
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