Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.76%
Stock 99.18%
Bond 0.64%
Convertible 0.00%
Preferred 0.24%
Other -0.83%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 84.72%
Mid 14.13%
Small 1.15%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.62%    % Emerging Markets: 0.63%    % Unidentified Markets: -0.25%

Americas 12.44%
12.35%
Canada 11.15%
United States 1.20%
0.08%
Mexico 0.04%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.60%
United Kingdom 12.49%
42.24%
Austria 0.36%
Belgium 0.86%
Denmark 1.68%
Finland 0.96%
France 7.31%
Germany 7.61%
Ireland 0.79%
Italy 2.66%
Netherlands 5.28%
Norway 0.64%
Portugal 0.15%
Spain 2.93%
Sweden 3.17%
Switzerland 7.62%
0.46%
Poland 0.46%
1.41%
Israel 1.41%
Greater Asia 31.22%
Japan 21.50%
6.34%
Australia 6.11%
3.30%
Hong Kong 1.81%
Singapore 1.46%
0.08%
China 0.08%
Unidentified Region -0.25%

Stock Sector Exposure

Cyclical
42.85%
Materials
7.15%
Consumer Discretionary
8.27%
Financials
25.79%
Real Estate
1.64%
Sensitive
35.69%
Communication Services
3.79%
Energy
4.50%
Industrials
18.25%
Information Technology
9.15%
Defensive
19.59%
Consumer Staples
6.55%
Health Care
9.59%
Utilities
3.45%
Not Classified
1.87%
Non Classified Equity
0.58%
Not Classified - Non Equity
1.29%
As of January 31, 2026
View Region Exposure
Start Trial

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