Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.50%
Stock 99.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -3.16%
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Market Capitalization

As of January 31, 2026
Large 91.37%
Mid 8.50%
Small 0.13%
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Region Exposure

% Developed Markets: 103.2%    % Emerging Markets: 1.04%    % Unidentified Markets: -4.19%

Americas 4.29%
3.25%
Canada 3.25%
United States 0.00%
1.04%
Mexico 1.04%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 77.94%
United Kingdom 17.71%
60.23%
Austria 2.76%
Belgium 3.34%
Denmark 2.00%
Finland 3.80%
France 6.63%
Germany 15.96%
Ireland 1.28%
Italy 7.09%
Netherlands 9.71%
Norway 0.00%
Spain 3.57%
Sweden 0.47%
Switzerland 3.61%
0.00%
0.00%
Greater Asia 21.96%
Japan 19.65%
1.38%
Australia 1.38%
0.93%
Taiwan 0.93%
0.00%
Unidentified Region -4.19%

Stock Sector Exposure

Cyclical
38.95%
Materials
5.69%
Consumer Discretionary
6.13%
Financials
27.12%
Real Estate
0.01%
Sensitive
47.06%
Communication Services
0.86%
Energy
1.68%
Industrials
32.07%
Information Technology
12.45%
Defensive
13.99%
Consumer Staples
1.06%
Health Care
8.09%
Utilities
4.84%
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