Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.28%
Stock 96.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of January 31, 2026
Large 82.64%
Mid 9.25%
Small 8.10%
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Region Exposure

% Developed Markets: 92.91%    % Emerging Markets: 7.06%    % Unidentified Markets: 0.04%

Americas 62.24%
62.24%
Canada 3.75%
United States 58.49%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.60%
United Kingdom 2.26%
21.33%
Denmark 0.02%
Germany 3.80%
Ireland 7.87%
Netherlands 6.96%
Switzerland 2.68%
0.00%
0.00%
Greater Asia 14.13%
Japan 1.71%
0.00%
5.36%
Hong Kong 0.08%
Taiwan 5.28%
7.06%
China 7.06%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
16.26%
Materials
4.06%
Consumer Discretionary
6.97%
Financials
5.24%
Real Estate
0.00%
Sensitive
72.09%
Communication Services
15.07%
Energy
1.44%
Industrials
26.16%
Information Technology
29.42%
Defensive
11.65%
Consumer Staples
0.00%
Health Care
9.68%
Utilities
1.97%
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