Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.34%
Stock 98.83%
Bond 0.00%
Convertible 0.00%
Preferred 0.14%
Other -1.31%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.73%    % Emerging Markets: 2.14%    % Unidentified Markets: -0.86%

Americas 66.79%
66.30%
Canada 7.16%
United States 59.14%
0.49%
Brazil 0.16%
Chile 0.02%
Colombia 0.01%
Mexico 0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.75%
United Kingdom 4.45%
15.29%
Austria 0.12%
Belgium 0.28%
Denmark 0.55%
Finland 0.33%
France 2.43%
Germany 2.55%
Greece 0.02%
Ireland 1.16%
Italy 0.89%
Netherlands 1.77%
Norway 0.21%
Portugal 0.05%
Spain 0.98%
Sweden 1.06%
Switzerland 2.73%
0.20%
Czech Republic 0.00%
Poland 0.15%
Turkey 0.03%
0.81%
Egypt 0.00%
Israel 0.45%
Qatar 0.02%
Saudi Arabia 0.10%
South Africa 0.12%
United Arab Emirates 0.08%
Greater Asia 13.32%
Japan 7.16%
2.16%
Australia 2.08%
2.68%
Hong Kong 0.73%
Singapore 0.59%
South Korea 0.57%
Taiwan 0.78%
1.33%
China 0.69%
India 0.48%
Indonesia 0.04%
Malaysia 0.05%
Philippines 0.01%
Thailand 0.06%
Unidentified Region -0.86%

Stock Sector Exposure

Cyclical
33.72%
Materials
4.42%
Consumer Discretionary
9.86%
Financials
17.60%
Real Estate
1.85%
Sensitive
48.78%
Communication Services
8.37%
Energy
3.87%
Industrials
12.29%
Information Technology
24.25%
Defensive
17.23%
Consumer Staples
5.26%
Health Care
9.31%
Utilities
2.67%
Not Classified
0.26%
Non Classified Equity
0.26%
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