Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.11%
Stock 97.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.33%
Other 0.26%
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Market Capitalization

As of January 31, 2026
Large 50.01%
Mid 26.05%
Small 23.94%
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Region Exposure

% Developed Markets: 99.78%    % Emerging Markets: 0.18%    % Unidentified Markets: 0.04%

Americas 14.62%
14.35%
Canada 11.76%
United States 2.59%
0.27%
Mexico 0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.90%
United Kingdom 10.95%
42.50%
Austria 0.69%
Belgium 1.13%
Denmark 2.17%
Finland 1.65%
France 6.71%
Germany 7.58%
Greece 0.01%
Ireland 0.78%
Italy 3.35%
Netherlands 3.85%
Norway 0.63%
Portugal 0.34%
Spain 3.04%
Sweden 2.73%
Switzerland 7.43%
0.00%
1.45%
Israel 1.45%
United Arab Emirates 0.00%
Greater Asia 30.43%
Japan 21.62%
6.02%
Australia 5.76%
2.71%
Hong Kong 1.50%
Singapore 1.18%
Taiwan 0.01%
0.08%
China 0.06%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
43.68%
Materials
11.02%
Consumer Discretionary
9.87%
Financials
21.20%
Real Estate
1.59%
Sensitive
35.52%
Communication Services
3.92%
Energy
6.15%
Industrials
18.73%
Information Technology
6.72%
Defensive
16.01%
Consumer Staples
5.67%
Health Care
6.92%
Utilities
3.42%
Not Classified
4.79%
Non Classified Equity
0.71%
Not Classified - Non Equity
4.07%
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