Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.93%
Stock 97.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.74%
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Market Capitalization

As of January 31, 2026
Large 47.25%
Mid 43.84%
Small 8.91%
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Region Exposure

% Developed Markets: 92.66%    % Emerging Markets: 5.53%    % Unidentified Markets: 1.81%

Americas 65.17%
60.86%
Canada 6.75%
United States 54.11%
4.31%
Mexico 4.31%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.04%
United Kingdom 4.33%
18.72%
Belgium 1.02%
France 3.48%
Germany 3.67%
Italy 2.97%
Netherlands 0.52%
Spain 7.05%
0.00%
0.00%
Greater Asia 9.97%
Japan 0.00%
7.62%
Australia 5.73%
1.44%
Singapore 1.44%
0.91%
India 0.20%
Philippines 0.71%
Unidentified Region 1.81%

Stock Sector Exposure

Cyclical
2.69%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.75%
Real Estate
1.94%
Sensitive
44.43%
Communication Services
0.94%
Energy
14.28%
Industrials
29.05%
Information Technology
0.16%
Defensive
52.37%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
52.37%
Not Classified
0.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.51%
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