Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.06%
Stock 98.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.45%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 91.16%
Mid 8.21%
Small 0.64%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.23%    % Emerging Markets: 4.26%    % Unidentified Markets: 1.50%

Americas 9.56%
8.21%
Canada 8.21%
1.34%
Mexico 1.34%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.64%
United Kingdom 16.92%
37.72%
Denmark 0.30%
France 8.22%
Germany 8.99%
Ireland 6.54%
Italy 0.75%
Spain 3.92%
Switzerland 9.00%
0.00%
0.00%
Greater Asia 34.30%
Japan 14.18%
1.61%
Australia 1.61%
15.59%
Hong Kong 4.11%
Singapore 1.93%
South Korea 4.78%
Taiwan 4.77%
2.92%
China 1.86%
Indonesia 1.06%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
38.30%
Materials
8.20%
Consumer Discretionary
6.15%
Financials
23.95%
Real Estate
0.00%
Sensitive
40.06%
Communication Services
7.14%
Energy
5.46%
Industrials
11.49%
Information Technology
15.98%
Defensive
20.57%
Consumer Staples
6.03%
Health Care
9.83%
Utilities
4.71%
Not Classified
1.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.06%
As of January 31, 2026
View Region Exposure
Start Trial

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