Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.56%
Stock 91.73%
Bond 0.28%
Convertible 0.00%
Preferred 0.00%
Other 5.43%
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Market Capitalization

As of January 31, 2026
Large 29.51%
Mid 26.27%
Small 44.21%
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Region Exposure

% Developed Markets: 93.37%    % Emerging Markets: 0.89%    % Unidentified Markets: 5.74%

Americas 66.58%
63.77%
Canada 34.39%
United States 29.38%
2.81%
Peru 0.89%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.59%
United Kingdom 5.86%
19.73%
Denmark 2.22%
Germany 1.93%
Ireland 1.20%
Norway 0.04%
Sweden 10.78%
Switzerland 3.56%
0.00%
0.00%
Greater Asia 2.08%
Japan 1.94%
0.11%
Australia 0.08%
0.04%
Singapore 0.04%
0.00%
Unidentified Region 5.74%

Stock Sector Exposure

Cyclical
25.66%
Materials
16.79%
Consumer Discretionary
6.12%
Financials
2.76%
Real Estate
0.00%
Sensitive
68.45%
Communication Services
3.29%
Energy
1.08%
Industrials
53.42%
Information Technology
10.65%
Defensive
0.84%
Consumer Staples
0.84%
Health Care
0.00%
Utilities
0.00%
Not Classified
5.04%
Non Classified Equity
2.06%
Not Classified - Non Equity
2.98%
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