Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.27%
Stock 97.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.25%
Other 0.85%
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Market Capitalization

As of January 31, 2026
Large 40.30%
Mid 25.80%
Small 33.90%
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Region Exposure

% Developed Markets: 99.26%    % Emerging Markets: 0.18%    % Unidentified Markets: 0.56%

Americas 12.73%
12.44%
Canada 10.99%
United States 1.45%
0.29%
Mexico 0.06%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.56%
United Kingdom 9.85%
43.16%
Austria 0.81%
Belgium 1.69%
Denmark 2.21%
Finland 1.85%
France 6.31%
Germany 8.41%
Greece 0.01%
Ireland 0.83%
Italy 3.09%
Netherlands 3.33%
Norway 0.70%
Portugal 0.41%
Spain 3.10%
Sweden 2.71%
Switzerland 7.34%
0.00%
1.54%
Israel 1.54%
United Arab Emirates 0.00%
Greater Asia 32.15%
Japan 23.35%
6.38%
Australia 6.11%
2.30%
Hong Kong 1.25%
Singapore 1.03%
Taiwan 0.02%
0.11%
China 0.06%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
45.07%
Materials
12.80%
Consumer Discretionary
9.98%
Financials
21.07%
Real Estate
1.22%
Sensitive
35.49%
Communication Services
4.55%
Energy
6.48%
Industrials
18.85%
Information Technology
5.61%
Defensive
14.10%
Consumer Staples
5.99%
Health Care
5.92%
Utilities
2.19%
Not Classified
5.34%
Non Classified Equity
0.75%
Not Classified - Non Equity
4.59%
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