Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.08%
Stock 97.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.44%
Other 0.80%
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Market Capitalization

As of January 31, 2026
Large 77.96%
Mid 20.95%
Small 1.09%
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Region Exposure

% Developed Markets: 99.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.64%

Americas 13.49%
13.41%
Canada 11.82%
United States 1.59%
0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.91%
United Kingdom 12.55%
43.21%
Austria 0.18%
Belgium 0.90%
Denmark 1.98%
Finland 0.67%
France 9.60%
Germany 8.25%
Ireland 0.25%
Italy 1.59%
Netherlands 3.83%
Norway 0.68%
Spain 3.84%
Sweden 2.39%
Switzerland 8.68%
0.00%
1.15%
Israel 1.15%
Greater Asia 28.96%
Japan 21.17%
5.70%
Australia 5.55%
2.09%
Hong Kong 1.20%
Singapore 0.89%
0.00%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
59.77%
Materials
12.85%
Consumer Discretionary
9.60%
Financials
36.05%
Real Estate
1.28%
Sensitive
25.59%
Communication Services
3.70%
Energy
11.98%
Industrials
8.67%
Information Technology
1.25%
Defensive
11.06%
Consumer Staples
4.28%
Health Care
4.43%
Utilities
2.35%
Not Classified
3.58%
Non Classified Equity
1.39%
Not Classified - Non Equity
2.18%
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