Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.41%
Stock 96.80%
Bond 1.24%
Convertible 0.00%
Preferred 0.00%
Other -0.45%
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Market Capitalization

As of January 31, 2026
Large 81.71%
Mid 11.71%
Small 6.58%
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Region Exposure

% Developed Markets: 96.72%    % Emerging Markets: 1.45%    % Unidentified Markets: 1.84%

Americas 59.17%
58.45%
Canada 3.71%
United States 54.74%
0.73%
Brazil 0.54%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.82%
United Kingdom 10.71%
15.39%
Belgium 1.04%
Denmark 0.16%
France 2.47%
Germany 4.77%
Ireland 1.53%
Italy 1.47%
Netherlands 2.04%
Sweden 0.10%
Switzerland 1.81%
0.39%
0.32%
South Africa 0.25%
Greater Asia 12.17%
Japan 4.17%
0.00%
7.81%
Hong Kong 0.46%
South Korea 2.94%
Taiwan 4.41%
0.20%
India 0.20%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
24.80%
Materials
2.27%
Consumer Discretionary
7.65%
Financials
13.84%
Real Estate
1.03%
Sensitive
49.69%
Communication Services
8.40%
Energy
3.85%
Industrials
12.75%
Information Technology
24.69%
Defensive
21.80%
Consumer Staples
7.87%
Health Care
10.64%
Utilities
3.29%
Not Classified
3.71%
Non Classified Equity
0.32%
Not Classified - Non Equity
3.39%
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