Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.19%
Stock 98.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.96%
Other 0.49%
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Market Capitalization

As of January 31, 2026
Large 51.57%
Mid 34.63%
Small 13.80%
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Region Exposure

% Developed Markets: 92.60%    % Emerging Markets: 6.72%    % Unidentified Markets: 0.68%

Americas 10.88%
8.88%
Canada 4.33%
United States 4.55%
1.99%
Brazil 1.44%
Mexico 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.85%
United Kingdom 8.45%
35.79%
Austria 0.68%
Belgium 0.33%
Denmark 1.93%
Finland 1.60%
France 5.98%
Germany 2.71%
Greece 2.96%
Ireland 1.78%
Italy 2.73%
Netherlands 9.24%
Norway 1.46%
Portugal 0.00%
Spain 1.47%
Sweden 0.03%
Switzerland 2.88%
1.89%
Poland 1.89%
3.71%
Israel 1.76%
South Africa 0.62%
United Arab Emirates 1.33%
Greater Asia 38.59%
Japan 23.36%
4.69%
Australia 4.69%
7.78%
Hong Kong 2.32%
Singapore 0.82%
South Korea 2.76%
Taiwan 1.88%
2.76%
China 2.06%
Kazakhstan 0.69%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
39.58%
Materials
7.11%
Consumer Discretionary
10.64%
Financials
20.48%
Real Estate
1.35%
Sensitive
38.72%
Communication Services
2.47%
Energy
8.53%
Industrials
13.39%
Information Technology
14.32%
Defensive
20.81%
Consumer Staples
9.57%
Health Care
9.76%
Utilities
1.48%
Not Classified
0.89%
Non Classified Equity
0.70%
Not Classified - Non Equity
0.19%
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