Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.32%
Stock 99.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of January 31, 2026
Large 79.72%
Mid 18.26%
Small 2.01%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.27%    % Unidentified Markets: 0.10%

Americas 11.21%
11.06%
Canada 10.08%
United States 0.98%
0.15%
Mexico 0.15%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.33%
United Kingdom 12.06%
45.14%
Austria 0.26%
Belgium 0.75%
Denmark 1.52%
Finland 0.68%
France 7.67%
Germany 8.74%
Ireland 0.69%
Italy 2.85%
Netherlands 6.28%
Norway 0.64%
Portugal 0.12%
Spain 2.46%
Sweden 3.25%
Switzerland 8.97%
0.00%
1.13%
Israel 1.13%
Greater Asia 30.37%
Japan 21.22%
6.46%
Australia 6.13%
2.56%
Hong Kong 1.44%
Singapore 1.12%
0.12%
China 0.12%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
28.83%
Materials
7.42%
Consumer Discretionary
12.47%
Financials
8.91%
Real Estate
0.03%
Sensitive
43.95%
Communication Services
3.06%
Energy
1.55%
Industrials
26.38%
Information Technology
12.96%
Defensive
23.55%
Consumer Staples
9.17%
Health Care
12.49%
Utilities
1.90%
Not Classified
3.67%
Non Classified Equity
0.16%
Not Classified - Non Equity
3.50%
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