Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.06%
Stock 96.68%
Bond 1.26%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 93.81%
Mid 4.95%
Small 1.24%
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Region Exposure

% Developed Markets: 50.62%    % Emerging Markets: 48.13%    % Unidentified Markets: 1.25%

Americas 16.72%
4.41%
Canada 1.04%
United States 3.37%
12.31%
Argentina 0.81%
Brazil 5.99%
Chile 0.33%
Mexico 2.84%
Peru 1.27%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.61%
United Kingdom 1.04%
2.35%
Greece 1.21%
Switzerland 1.14%
3.26%
Czech Republic 0.07%
Poland 0.50%
Turkey 0.88%
5.96%
Saudi Arabia 0.89%
South Africa 2.80%
United Arab Emirates 2.27%
Greater Asia 69.43%
Japan 2.09%
0.00%
38.46%
Hong Kong 4.34%
Singapore 0.49%
South Korea 15.74%
Taiwan 17.90%
28.87%
China 16.71%
India 11.01%
Indonesia 1.15%
Unidentified Region 1.25%

Stock Sector Exposure

Cyclical
37.23%
Materials
4.36%
Consumer Discretionary
7.40%
Financials
23.98%
Real Estate
1.49%
Sensitive
51.30%
Communication Services
11.13%
Energy
3.87%
Industrials
6.68%
Information Technology
29.62%
Defensive
8.94%
Consumer Staples
3.70%
Health Care
3.18%
Utilities
2.06%
Not Classified
2.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.53%
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