Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.42%
Stock 95.22%
Bond 0.90%
Convertible 0.00%
Preferred 2.03%
Other 0.44%
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Market Capitalization

As of January 31, 2026
Large 93.51%
Mid 6.00%
Small 0.48%
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Region Exposure

% Developed Markets: 46.25%    % Emerging Markets: 52.40%    % Unidentified Markets: 1.35%

Americas 9.05%
1.62%
Canada 0.06%
United States 1.56%
7.43%
Brazil 4.38%
Chile 0.58%
Colombia 0.16%
Mexico 1.91%
Peru 0.26%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.19%
United Kingdom 0.00%
1.63%
Greece 0.57%
Ireland 0.63%
Netherlands 0.11%
Switzerland 0.20%
1.94%
Czech Republic 0.13%
Poland 1.00%
Turkey 0.47%
8.62%
Egypt 0.09%
Qatar 0.56%
Saudi Arabia 2.85%
South Africa 3.12%
United Arab Emirates 1.40%
Greater Asia 77.41%
Japan 0.00%
0.05%
Australia 0.05%
40.25%
Hong Kong 4.27%
Singapore 0.38%
South Korea 15.29%
Taiwan 20.31%
37.11%
China 20.43%
India 13.18%
Indonesia 1.00%
Malaysia 1.17%
Philippines 0.35%
Thailand 0.97%
Unidentified Region 1.35%

Stock Sector Exposure

Cyclical
40.54%
Materials
6.96%
Consumer Discretionary
11.21%
Financials
21.09%
Real Estate
1.29%
Sensitive
48.97%
Communication Services
8.65%
Energy
3.70%
Industrials
6.98%
Information Technology
29.65%
Defensive
8.12%
Consumer Staples
3.07%
Health Care
2.92%
Utilities
2.14%
Not Classified
2.36%
Non Classified Equity
0.05%
Not Classified - Non Equity
2.32%
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