Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.17%
Stock 95.05%
Bond 1.70%
Convertible 0.00%
Preferred 0.24%
Other 0.83%
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Market Capitalization

As of January 31, 2026
Large 82.65%
Mid 14.65%
Small 2.70%
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Region Exposure

% Developed Markets: 95.91%    % Emerging Markets: 1.77%    % Unidentified Markets: 2.32%

Americas 5.74%
5.10%
Canada 1.86%
United States 3.24%
0.64%
Brazil 0.16%
Chile 0.00%
Mexico 0.07%
Peru 0.01%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.09%
United Kingdom 15.04%
45.38%
Austria 0.35%
Belgium 1.39%
Denmark 1.17%
Finland 0.73%
France 10.66%
Germany 8.19%
Greece 0.09%
Ireland 1.89%
Italy 2.67%
Netherlands 5.88%
Norway 0.39%
Portugal 0.21%
Spain 2.83%
Sweden 2.15%
Switzerland 6.31%
0.04%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.64%
Israel 0.57%
Saudi Arabia 0.00%
South Africa 0.05%
United Arab Emirates 0.02%
Greater Asia 30.85%
Japan 21.59%
2.79%
Australia 2.77%
5.15%
Hong Kong 1.76%
Singapore 1.25%
South Korea 1.16%
Taiwan 0.91%
1.32%
China 0.88%
India 0.38%
Indonesia 0.04%
Philippines 0.00%
Thailand 0.01%
Unidentified Region 2.32%

Stock Sector Exposure

Cyclical
40.29%
Materials
6.65%
Consumer Discretionary
8.68%
Financials
23.77%
Real Estate
1.19%
Sensitive
37.56%
Communication Services
4.00%
Energy
2.84%
Industrials
19.00%
Information Technology
11.71%
Defensive
18.50%
Consumer Staples
6.22%
Health Care
9.49%
Utilities
2.79%
Not Classified
3.64%
Non Classified Equity
0.36%
Not Classified - Non Equity
3.28%
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