Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.31%
Stock 95.90%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of January 31, 2026
Large 88.66%
Mid 9.73%
Small 1.61%
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Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.82%

Americas 4.34%
3.46%
Canada 1.55%
United States 1.92%
0.87%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.41%
United Kingdom 20.16%
50.25%
Belgium 4.44%
Denmark 0.35%
Finland 1.02%
France 10.71%
Germany 7.82%
Ireland 1.85%
Italy 2.91%
Netherlands 5.09%
Norway 0.05%
Portugal 1.40%
Spain 5.65%
Sweden 1.05%
Switzerland 6.87%
0.00%
0.00%
Greater Asia 24.43%
Japan 20.78%
1.54%
Australia 1.51%
2.10%
Hong Kong 0.83%
Singapore 1.27%
0.00%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
38.80%
Materials
5.32%
Consumer Discretionary
8.46%
Financials
24.16%
Real Estate
0.87%
Sensitive
34.85%
Communication Services
3.78%
Energy
2.88%
Industrials
19.29%
Information Technology
8.89%
Defensive
21.75%
Consumer Staples
6.99%
Health Care
11.06%
Utilities
3.69%
Not Classified
4.60%
Non Classified Equity
0.75%
Not Classified - Non Equity
3.85%
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