Asset Allocation

As of January 31, 2026.
Type % Net
Cash 19.38%
Stock 79.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.75%
Other 0.54%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.23%    % Emerging Markets: 6.24%    % Unidentified Markets: 0.54%

Americas 26.05%
18.57%
Canada 18.26%
United States 0.30%
7.48%
Brazil 0.75%
Mexico 3.25%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.63%
United Kingdom 10.86%
40.83%
Belgium 0.88%
France 8.80%
Germany 8.49%
Ireland 7.96%
Italy 0.73%
Netherlands 5.26%
Norway 1.21%
Spain 0.89%
Sweden 1.20%
Switzerland 5.41%
0.00%
1.94%
Israel 1.38%
South Africa 0.56%
Greater Asia 19.78%
Japan 11.07%
0.00%
7.04%
Hong Kong 2.78%
South Korea 4.26%
1.67%
India 1.03%
Indonesia 0.65%
Unidentified Region 0.54%

Stock Sector Exposure

Cyclical
50.77%
Materials
2.54%
Consumer Discretionary
9.56%
Financials
38.67%
Real Estate
0.00%
Sensitive
25.27%
Communication Services
1.76%
Energy
3.76%
Industrials
13.04%
Information Technology
6.70%
Defensive
22.57%
Consumer Staples
9.37%
Health Care
13.20%
Utilities
0.00%
Not Classified
1.39%
Non Classified Equity
1.39%
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