Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.75%
Stock 98.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.88%
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Market Capitalization

As of January 31, 2026
Large 30.57%
Mid 29.85%
Small 39.58%
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Region Exposure

% Developed Markets: 94.53%    % Emerging Markets: 5.50%    % Unidentified Markets: -0.03%

Americas 46.80%
45.03%
Canada 2.72%
United States 42.31%
1.77%
Brazil 1.77%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.67%
United Kingdom 10.16%
31.51%
Denmark 2.54%
France 8.71%
Germany 5.77%
Ireland 2.07%
Italy 2.55%
Netherlands 2.05%
Norway 1.70%
Spain 1.59%
Sweden 1.25%
Switzerland 3.28%
0.00%
0.00%
Greater Asia 11.56%
Japan 1.53%
0.00%
6.30%
South Korea 1.37%
Taiwan 4.92%
3.74%
China 3.73%
India 0.00%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
12.95%
Materials
9.58%
Consumer Discretionary
3.38%
Financials
0.00%
Real Estate
0.00%
Sensitive
75.04%
Communication Services
0.00%
Energy
0.00%
Industrials
49.79%
Information Technology
25.25%
Defensive
12.01%
Consumer Staples
0.00%
Health Care
1.48%
Utilities
10.53%
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