Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.96%
Stock 95.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.08%
Other 2.63%
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Market Capitalization

As of January 31, 2026
Large 4.20%
Mid 27.07%
Small 68.73%
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Region Exposure

% Developed Markets: 97.13%    % Emerging Markets: 0.46%    % Unidentified Markets: 2.41%

Americas 0.50%
0.50%
United States 0.50%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 97.09%
United Kingdom 29.31%
67.32%
Austria 4.57%
Belgium 1.20%
Denmark 2.27%
Finland 2.18%
France 13.58%
Germany 10.38%
Greece 3.84%
Ireland 5.61%
Italy 5.70%
Netherlands 3.03%
Norway 2.94%
Spain 3.51%
Sweden 2.89%
Switzerland 5.11%
0.46%
Czech Republic 0.46%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.41%

Stock Sector Exposure

Cyclical
44.04%
Materials
7.90%
Consumer Discretionary
5.01%
Financials
22.12%
Real Estate
9.01%
Sensitive
40.81%
Communication Services
1.61%
Energy
3.25%
Industrials
32.27%
Information Technology
3.68%
Defensive
13.13%
Consumer Staples
3.58%
Health Care
7.31%
Utilities
2.23%
Not Classified
2.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.02%
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