Asset Allocation

As of January 31, 2026.
Type % Net
Cash 5.30%
Stock 94.00%
Bond 0.00%
Convertible 0.00%
Preferred 2.82%
Other -2.11%
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Market Capitalization

As of January 31, 2026
Large 89.27%
Mid 8.68%
Small 2.05%
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Region Exposure

% Developed Markets: 50.19%    % Emerging Markets: 48.73%    % Unidentified Markets: 1.07%

Americas 13.38%
4.94%
Canada 1.80%
United States 3.13%
8.44%
Brazil 5.32%
Chile 0.83%
Mexico 2.28%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.12%
United Kingdom 0.00%
1.28%
Netherlands 0.69%
2.47%
Turkey 0.90%
6.36%
Saudi Arabia 2.45%
South Africa 2.80%
United Arab Emirates 1.11%
Greater Asia 75.43%
Japan 0.01%
0.00%
42.86%
Hong Kong 5.89%
Singapore 3.45%
South Korea 15.59%
Taiwan 17.93%
32.57%
China 18.17%
India 9.46%
Indonesia 1.04%
Philippines 0.25%
Thailand 3.64%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
38.00%
Materials
4.42%
Consumer Discretionary
11.53%
Financials
19.93%
Real Estate
2.12%
Sensitive
53.42%
Communication Services
9.12%
Energy
0.00%
Industrials
11.40%
Information Technology
32.89%
Defensive
8.58%
Consumer Staples
3.12%
Health Care
3.89%
Utilities
1.57%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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