Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.47%
Stock 86.57%
Bond 1.72%
Convertible 0.00%
Preferred 3.52%
Other 6.72%
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Market Capitalization

As of January 31, 2026
Large 55.22%
Mid 20.48%
Small 24.29%
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Region Exposure

% Developed Markets: 78.21%    % Emerging Markets: 17.95%    % Unidentified Markets: 3.85%

Americas 59.66%
48.17%
Canada 18.35%
United States 29.81%
11.50%
Mexico 9.23%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.15%
United Kingdom 9.69%
6.46%
France 0.40%
Germany 1.54%
Ireland 1.39%
Switzerland 2.17%
0.00%
0.00%
Greater Asia 20.33%
Japan 3.18%
0.24%
Australia 0.24%
8.98%
Hong Kong 2.32%
Singapore 0.24%
South Korea 4.45%
Taiwan 1.96%
7.94%
China 3.86%
Indonesia 1.83%
Kazakhstan 2.25%
Unidentified Region 3.85%

Stock Sector Exposure

Cyclical
52.71%
Materials
30.90%
Consumer Discretionary
1.52%
Financials
0.00%
Real Estate
20.29%
Sensitive
33.45%
Communication Services
0.52%
Energy
14.62%
Industrials
11.61%
Information Technology
6.70%
Defensive
9.04%
Consumer Staples
2.30%
Health Care
1.96%
Utilities
4.78%
Not Classified
4.80%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.80%
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