Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.47%
Stock 99.34%
Bond 0.04%
Convertible 0.00%
Preferred 0.65%
Other -0.50%
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Market Capitalization

As of January 31, 2026
Large 85.10%
Mid 12.96%
Small 1.94%
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Region Exposure

% Developed Markets: 92.68%    % Emerging Markets: 7.76%    % Unidentified Markets: -0.44%

Americas 63.27%
61.38%
Canada 2.88%
United States 58.50%
1.89%
Brazil 0.65%
Chile 0.65%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.35%
United Kingdom 1.71%
16.34%
Denmark 0.59%
Finland 0.58%
France 3.24%
Germany 2.34%
Ireland 1.17%
Netherlands 2.88%
Norway 0.01%
Portugal 0.31%
Spain 1.87%
Sweden 0.00%
Switzerland 2.73%
0.33%
Poland 0.33%
1.97%
Saudi Arabia 0.62%
South Africa 0.74%
United Arab Emirates 0.60%
Greater Asia 16.83%
Japan 3.08%
0.38%
Australia 0.38%
8.61%
Hong Kong 1.27%
Singapore 0.86%
South Korea 1.00%
Taiwan 5.49%
4.76%
China 4.17%
India 0.56%
Malaysia 0.03%
Unidentified Region -0.44%

Stock Sector Exposure

Cyclical
32.80%
Materials
4.80%
Consumer Discretionary
8.56%
Financials
17.81%
Real Estate
1.62%
Sensitive
55.28%
Communication Services
11.86%
Energy
1.84%
Industrials
11.97%
Information Technology
29.61%
Defensive
11.49%
Consumer Staples
2.77%
Health Care
7.98%
Utilities
0.74%
Not Classified
0.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.43%
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