Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.76%
Stock 98.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.39%
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Market Capitalization

As of January 31, 2026
Large 92.06%
Mid 4.02%
Small 3.92%
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Region Exposure

% Developed Markets: 91.77%    % Emerging Markets: 7.03%    % Unidentified Markets: 1.20%

Americas 57.18%
55.00%
Canada 2.84%
United States 52.16%
2.18%
Mexico 1.17%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.61%
United Kingdom 8.81%
14.79%
Denmark 0.01%
France 3.00%
Germany 6.41%
Italy 2.79%
Netherlands 2.59%
0.00%
0.00%
Greater Asia 18.01%
Japan 6.80%
0.00%
6.36%
Hong Kong 2.12%
South Korea 2.33%
Taiwan 1.92%
4.85%
China 2.17%
India 2.68%
Unidentified Region 1.20%

Stock Sector Exposure

Cyclical
36.22%
Materials
6.24%
Consumer Discretionary
13.84%
Financials
16.14%
Real Estate
0.00%
Sensitive
46.32%
Communication Services
9.12%
Energy
0.88%
Industrials
12.03%
Information Technology
24.29%
Defensive
17.47%
Consumer Staples
5.59%
Health Care
9.34%
Utilities
2.54%
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