Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.09%
Stock 99.59%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of January 31, 2026
Large 67.66%
Mid 17.31%
Small 15.03%
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Region Exposure

% Developed Markets: 90.68%    % Emerging Markets: 8.98%    % Unidentified Markets: 0.35%

Americas 52.50%
48.89%
United States 48.89%
3.60%
Mexico 1.21%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.78%
United Kingdom 9.61%
22.14%
Denmark 1.39%
France 3.89%
Germany 6.97%
Ireland 0.87%
Netherlands 0.15%
Norway 3.36%
Switzerland 5.51%
0.00%
4.02%
Israel 1.68%
South Africa 2.34%
Greater Asia 11.38%
Japan 4.49%
0.00%
3.87%
Taiwan 3.87%
3.03%
India 3.03%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
23.54%
Materials
1.98%
Consumer Discretionary
10.50%
Financials
11.06%
Real Estate
0.00%
Sensitive
50.25%
Communication Services
2.21%
Energy
6.75%
Industrials
19.86%
Information Technology
21.44%
Defensive
26.06%
Consumer Staples
10.80%
Health Care
12.86%
Utilities
2.39%
Not Classified
0.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.14%
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