Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.83%
Stock 94.03%
Bond 1.04%
Convertible 0.00%
Preferred 2.72%
Other 0.38%
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Market Capitalization

As of January 31, 2026
Large 88.58%
Mid 9.48%
Small 1.95%
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Region Exposure

% Developed Markets: 46.32%    % Emerging Markets: 52.62%    % Unidentified Markets: 1.06%

Americas 12.70%
2.60%
United States 2.60%
10.10%
Brazil 5.51%
Chile 0.68%
Mexico 2.79%
Peru 1.12%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.73%
United Kingdom 0.00%
0.80%
Greece 0.80%
1.40%
Poland 0.68%
8.53%
Saudi Arabia 2.90%
South Africa 4.22%
United Arab Emirates 1.41%
Greater Asia 75.51%
Japan 0.00%
0.00%
41.51%
Hong Kong 5.57%
Singapore 1.13%
South Korea 14.83%
Taiwan 19.98%
34.00%
China 19.86%
India 12.77%
Malaysia 0.51%
Philippines 0.39%
Thailand 0.47%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
41.91%
Materials
5.26%
Consumer Discretionary
11.59%
Financials
20.55%
Real Estate
4.50%
Sensitive
50.46%
Communication Services
9.93%
Energy
1.50%
Industrials
7.28%
Information Technology
31.75%
Defensive
5.16%
Consumer Staples
1.30%
Health Care
2.25%
Utilities
1.61%
Not Classified
2.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.47%
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