Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.65%
Stock 98.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of January 31, 2026
Large 59.95%
Mid 20.28%
Small 19.77%
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Region Exposure

% Developed Markets: 94.88%    % Emerging Markets: 5.13%    % Unidentified Markets: -0.01%

Americas 46.31%
36.07%
Canada 3.23%
United States 32.84%
10.24%
Mexico 3.32%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.06%
United Kingdom 8.49%
25.91%
France 6.95%
Germany 6.19%
Ireland 5.81%
Netherlands 1.62%
Sweden 0.69%
Switzerland 4.65%
0.00%
1.67%
Israel 1.67%
Greater Asia 17.64%
Japan 9.86%
0.00%
5.95%
Hong Kong 1.56%
South Korea 4.39%
1.82%
India 1.82%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
41.63%
Materials
6.97%
Consumer Discretionary
7.12%
Financials
26.51%
Real Estate
1.04%
Sensitive
38.70%
Communication Services
2.79%
Energy
3.19%
Industrials
18.62%
Information Technology
14.10%
Defensive
18.66%
Consumer Staples
11.08%
Health Care
7.59%
Utilities
0.00%
Not Classified
1.01%
Non Classified Equity
1.01%
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