Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.85%
Stock 96.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.48%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 1.24%
Mid 21.58%
Small 77.18%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.05%    % Emerging Markets: 1.82%    % Unidentified Markets: 0.13%

Americas 59.83%
57.46%
Canada 7.25%
United States 50.21%
2.37%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.21%
United Kingdom 14.97%
20.42%
Denmark 0.02%
France 2.46%
Germany 3.62%
Ireland 2.40%
Italy 2.99%
Netherlands 3.29%
Norway 3.93%
Sweden 1.71%
Switzerland 0.01%
1.82%
0.00%
Greater Asia 2.83%
Japan 2.83%
0.00%
0.00%
0.00%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
28.80%
Materials
6.56%
Consumer Discretionary
2.48%
Financials
15.62%
Real Estate
4.15%
Sensitive
57.76%
Communication Services
6.92%
Energy
2.89%
Industrials
27.61%
Information Technology
20.34%
Defensive
13.44%
Consumer Staples
2.57%
Health Care
10.87%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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