Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.01%
Stock 90.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.11%
Other 9.36%
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Market Capitalization

As of January 31, 2026
Large 0.05%
Mid 7.81%
Small 92.15%
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Region Exposure

% Developed Markets: 88.20%    % Emerging Markets: 2.80%    % Unidentified Markets: 9.00%

Americas 21.77%
19.81%
Canada 2.59%
United States 17.22%
1.96%
Brazil 0.22%
Mexico 0.19%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.89%
United Kingdom 9.92%
16.33%
Austria 0.76%
Belgium 0.37%
Denmark 0.90%
Finland 1.14%
France 2.73%
Germany 1.91%
Greece 0.04%
Ireland 0.61%
Italy 0.75%
Netherlands 1.05%
Norway 1.10%
Spain 1.34%
Sweden 2.57%
Switzerland 0.58%
0.02%
Poland 0.02%
0.62%
Israel 0.39%
South Africa 0.00%
United Arab Emirates 0.22%
Greater Asia 42.34%
Japan 30.76%
3.78%
Australia 3.06%
5.81%
Hong Kong 1.48%
Singapore 1.53%
South Korea 2.69%
Taiwan 0.11%
2.00%
China 1.40%
Indonesia 0.33%
Malaysia 0.02%
Philippines 0.25%
Unidentified Region 9.00%

Stock Sector Exposure

Cyclical
42.17%
Materials
5.97%
Consumer Discretionary
18.16%
Financials
14.77%
Real Estate
3.27%
Sensitive
44.80%
Communication Services
4.73%
Energy
4.30%
Industrials
27.86%
Information Technology
7.92%
Defensive
12.80%
Consumer Staples
6.05%
Health Care
6.53%
Utilities
0.22%
Not Classified
0.22%
Non Classified Equity
0.22%
Not Classified - Non Equity
0.00%
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