Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.65%
Stock 95.94%
Bond 1.94%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

As of January 31, 2026
Large 71.06%
Mid 20.68%
Small 8.26%
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Region Exposure

% Developed Markets: 77.20%    % Emerging Markets: 20.83%    % Unidentified Markets: 1.97%

Americas 18.50%
5.95%
Canada 3.87%
United States 2.08%
12.56%
Brazil 6.63%
Chile 1.87%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.36%
United Kingdom 25.71%
29.65%
France 9.41%
Germany 7.35%
Ireland 2.21%
Italy 2.39%
Netherlands 3.69%
Norway 0.00%
Sweden 1.04%
Switzerland 3.57%
0.00%
0.00%
Greater Asia 24.16%
Japan 7.11%
2.52%
Australia 2.52%
6.26%
Taiwan 6.26%
8.27%
China 5.17%
India 3.10%
Unidentified Region 1.97%

Stock Sector Exposure

Cyclical
40.43%
Materials
9.81%
Consumer Discretionary
14.46%
Financials
16.16%
Real Estate
0.00%
Sensitive
41.87%
Communication Services
8.49%
Energy
0.00%
Industrials
11.94%
Information Technology
21.44%
Defensive
14.15%
Consumer Staples
2.74%
Health Care
9.11%
Utilities
2.29%
Not Classified
3.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.56%
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