Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.37%
Stock 95.47%
Bond 0.00%
Convertible 0.00%
Preferred 1.48%
Other 2.68%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 86.47%
Mid 10.88%
Small 2.65%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 57.09%    % Emerging Markets: 40.15%    % Unidentified Markets: 2.77%

Americas 14.86%
1.21%
United States 1.21%
13.65%
Brazil 7.65%
Chile 0.77%
Mexico 2.48%
Peru 0.35%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.81%
United Kingdom 0.48%
4.50%
Germany 0.78%
Netherlands 3.72%
1.36%
Turkey 0.29%
3.48%
South Africa 2.02%
United Arab Emirates 1.46%
Greater Asia 72.56%
Japan 0.00%
0.00%
47.04%
Hong Kong 5.77%
Singapore 0.77%
South Korea 21.98%
Taiwan 18.52%
25.52%
China 14.48%
India 8.59%
Indonesia 0.42%
Philippines 0.56%
Thailand 1.48%
Unidentified Region 2.77%

Stock Sector Exposure

Cyclical
38.07%
Materials
2.01%
Consumer Discretionary
15.34%
Financials
19.41%
Real Estate
1.31%
Sensitive
51.64%
Communication Services
6.36%
Energy
1.62%
Industrials
7.89%
Information Technology
35.78%
Defensive
6.86%
Consumer Staples
1.86%
Health Care
4.12%
Utilities
0.88%
Not Classified
3.44%
Non Classified Equity
0.09%
Not Classified - Non Equity
3.35%
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