Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.06%
Stock 96.70%
Bond 0.33%
Convertible 0.00%
Preferred 0.13%
Other -0.22%
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Market Capitalization

As of January 31, 2026
Large 87.95%
Mid 9.13%
Small 2.93%
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Region Exposure

% Developed Markets: 96.47%    % Emerging Markets: 2.48%    % Unidentified Markets: 1.05%

Americas 9.60%
9.60%
Canada 2.82%
United States 6.78%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.48%
United Kingdom 15.48%
53.00%
Austria 1.13%
Belgium 1.88%
Finland 1.16%
France 12.70%
Germany 3.89%
Ireland 4.23%
Italy 0.53%
Netherlands 11.51%
Norway 0.05%
Sweden 8.63%
Switzerland 7.30%
0.00%
0.00%
Greater Asia 20.87%
Japan 13.81%
0.13%
Australia 0.09%
4.45%
Singapore 0.05%
Taiwan 4.40%
2.48%
China 1.74%
India 0.75%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
27.16%
Materials
11.56%
Consumer Discretionary
7.51%
Financials
8.09%
Real Estate
0.00%
Sensitive
65.78%
Communication Services
3.65%
Energy
0.39%
Industrials
41.44%
Information Technology
20.30%
Defensive
3.56%
Consumer Staples
0.42%
Health Care
3.14%
Utilities
0.00%
Not Classified
3.50%
Non Classified Equity
0.13%
Not Classified - Non Equity
3.37%
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