Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.57%
Stock 94.04%
Bond 3.28%
Convertible 0.00%
Preferred 0.98%
Other 0.14%
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Market Capitalization

As of January 31, 2026
Large 57.54%
Mid 21.69%
Small 20.77%
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Region Exposure

% Developed Markets: 89.88%    % Emerging Markets: 8.53%    % Unidentified Markets: 1.59%

Americas 4.37%
3.30%
Canada 3.30%
1.07%
Brazil 1.07%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.07%
United Kingdom 12.82%
45.24%
Belgium 1.25%
Denmark 1.49%
France 12.37%
Germany 6.64%
Ireland 2.42%
Netherlands 10.11%
Spain 1.58%
Switzerland 9.38%
0.00%
0.00%
Greater Asia 35.97%
Japan 10.20%
4.74%
Australia 4.74%
13.57%
Hong Kong 8.33%
Singapore 1.97%
South Korea 3.27%
7.46%
China 6.34%
Kazakhstan 1.13%
Unidentified Region 1.59%

Stock Sector Exposure

Cyclical
43.31%
Materials
6.16%
Consumer Discretionary
25.26%
Financials
11.90%
Real Estate
0.00%
Sensitive
33.48%
Communication Services
0.00%
Energy
0.00%
Industrials
26.74%
Information Technology
6.74%
Defensive
17.02%
Consumer Staples
7.66%
Health Care
6.74%
Utilities
2.62%
Not Classified
6.19%
Non Classified Equity
1.13%
Not Classified - Non Equity
5.06%
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