Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.40%
Stock 97.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.06%
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Market Capitalization

As of January 31, 2026
Large 74.04%
Mid 24.23%
Small 1.73%
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Region Exposure

% Developed Markets: 97.02%    % Emerging Markets: 2.71%    % Unidentified Markets: 0.28%

Americas 4.20%
2.06%
Canada 2.06%
2.13%
Mexico 0.73%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.68%
United Kingdom 12.47%
53.84%
Belgium 1.75%
France 11.85%
Germany 12.26%
Ireland 6.84%
Italy 1.14%
Netherlands 7.06%
Norway 1.82%
Spain 2.23%
Sweden 2.58%
Switzerland 6.32%
0.00%
2.37%
Israel 1.71%
South Africa 0.66%
Greater Asia 26.85%
Japan 19.86%
0.00%
5.67%
Hong Kong 3.06%
South Korea 2.62%
1.32%
India 0.61%
Indonesia 0.71%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
46.36%
Materials
2.53%
Consumer Discretionary
11.50%
Financials
32.33%
Real Estate
0.00%
Sensitive
31.26%
Communication Services
2.14%
Energy
3.52%
Industrials
16.15%
Information Technology
9.46%
Defensive
20.86%
Consumer Staples
9.05%
Health Care
11.81%
Utilities
0.00%
Not Classified
1.52%
Non Classified Equity
1.52%
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