Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.59%
Stock 97.13%
Bond 0.00%
Convertible 0.00%
Preferred 1.99%
Other 1.46%
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Market Capitalization

As of January 31, 2026
Large 92.53%
Mid 5.62%
Small 1.84%
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Region Exposure

% Developed Markets: 54.42%    % Emerging Markets: 44.12%    % Unidentified Markets: 1.47%

Americas 14.68%
3.30%
Canada 4.75%
United States -1.45%
11.37%
Brazil 4.13%
Chile 0.93%
Mexico 3.72%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.85%
United Kingdom 5.00%
2.06%
Greece 1.13%
0.00%
0.78%
South Africa 0.78%
Greater Asia 76.01%
Japan 0.00%
0.00%
44.05%
Hong Kong 4.12%
Singapore 1.18%
South Korea 16.34%
Taiwan 22.40%
31.96%
China 20.73%
India 11.22%
Unidentified Region 1.47%

Stock Sector Exposure

Cyclical
43.99%
Materials
6.80%
Consumer Discretionary
13.02%
Financials
24.16%
Real Estate
0.00%
Sensitive
52.35%
Communication Services
7.69%
Energy
3.90%
Industrials
9.24%
Information Technology
31.51%
Defensive
3.65%
Consumer Staples
1.37%
Health Care
2.28%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.01%
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