Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 98.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.34%
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Market Capitalization

As of January 31, 2026
Large 77.45%
Mid 21.32%
Small 1.23%
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Region Exposure

% Developed Markets: 98.66%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.34%

Americas 60.96%
60.96%
Canada 1.92%
United States 59.04%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.28%
United Kingdom 4.29%
18.99%
Denmark 1.81%
France 4.06%
Ireland 1.57%
Italy 1.49%
Netherlands 4.85%
Spain 1.99%
Switzerland 3.23%
0.00%
0.00%
Greater Asia 14.41%
Japan 3.88%
1.12%
Australia 1.12%
9.41%
Hong Kong 4.99%
Taiwan 4.41%
0.00%
Unidentified Region 1.34%

Stock Sector Exposure

Cyclical
34.20%
Materials
4.13%
Consumer Discretionary
18.60%
Financials
11.46%
Real Estate
0.00%
Sensitive
39.03%
Communication Services
0.91%
Energy
0.00%
Industrials
9.68%
Information Technology
28.44%
Defensive
25.61%
Consumer Staples
5.66%
Health Care
19.95%
Utilities
0.00%
Not Classified
1.17%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.17%
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