Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.59%
Stock 99.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of January 31, 2026
Large 86.30%
Mid 9.35%
Small 4.35%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 39.30%
39.30%
Canada -0.22%
United States 39.52%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.91%
United Kingdom 16.88%
37.03%
Austria 2.41%
Belgium 1.06%
France 10.89%
Germany 5.70%
Ireland 0.02%
Italy 4.93%
Netherlands 6.06%
Spain 2.39%
Switzerland 3.56%
0.00%
0.00%
Greater Asia 6.75%
Japan 4.72%
0.00%
2.03%
Taiwan 2.03%
0.00%
India 0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
27.81%
Materials
2.29%
Consumer Discretionary
7.50%
Financials
18.02%
Real Estate
0.00%
Sensitive
46.61%
Communication Services
11.39%
Energy
3.62%
Industrials
17.60%
Information Technology
13.99%
Defensive
25.57%
Consumer Staples
9.90%
Health Care
10.95%
Utilities
4.72%
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