Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.34%
Stock 99.35%
Bond 0.24%
Convertible 0.00%
Preferred 0.02%
Other 0.05%
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Market Capitalization

As of January 31, 2026
Large 84.71%
Mid 13.57%
Small 1.72%
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Region Exposure

% Developed Markets: 99.73%    % Emerging Markets: 0.03%    % Unidentified Markets: 0.25%

Americas 10.60%
10.53%
Canada 9.66%
United States 0.88%
0.06%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.98%
United Kingdom 11.39%
40.87%
Austria 0.32%
Belgium 0.71%
Denmark 1.53%
Finland 1.00%
France 7.31%
Germany 6.90%
Ireland 0.91%
Italy 2.37%
Netherlands 4.84%
Norway 0.59%
Portugal 0.14%
Spain 2.85%
Sweden 2.93%
Switzerland 8.16%
0.00%
0.72%
Israel 0.72%
Greater Asia 36.18%
Japan 15.95%
5.01%
Australia 4.89%
15.19%
Hong Kong 1.38%
Singapore 1.19%
South Korea 5.63%
Taiwan 6.99%
0.03%
China 0.03%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
40.83%
Materials
6.63%
Consumer Discretionary
7.63%
Financials
25.23%
Real Estate
1.33%
Sensitive
40.28%
Communication Services
3.72%
Energy
0.90%
Industrials
16.93%
Information Technology
18.73%
Defensive
17.99%
Consumer Staples
5.89%
Health Care
8.91%
Utilities
3.19%
Not Classified
0.90%
Non Classified Equity
0.39%
Not Classified - Non Equity
0.51%
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