Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.58%
Stock 97.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.22%
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Market Capitalization

As of January 31, 2026
Large 55.02%
Mid 31.39%
Small 13.59%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.22%

Americas 35.48%
33.90%
United States 33.90%
1.58%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.32%
United Kingdom 14.15%
40.55%
Denmark 1.97%
Finland 1.56%
France 13.38%
Germany 2.47%
Ireland 6.01%
Italy 3.25%
Netherlands 3.83%
Portugal 0.18%
Spain 3.49%
Sweden 0.50%
Switzerland 3.89%
0.00%
0.62%
Israel 0.62%
Greater Asia 9.42%
Japan 6.03%
0.00%
3.38%
Hong Kong 1.33%
South Korea 2.06%
0.00%
Unidentified Region -0.22%

Stock Sector Exposure

Cyclical
31.66%
Materials
5.28%
Consumer Discretionary
1.77%
Financials
24.61%
Real Estate
0.00%
Sensitive
40.19%
Communication Services
5.04%
Energy
8.29%
Industrials
19.69%
Information Technology
7.17%
Defensive
28.15%
Consumer Staples
8.36%
Health Care
17.09%
Utilities
2.70%
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