Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.64%
Stock 97.11%
Bond 0.87%
Convertible 0.00%
Preferred 0.05%
Other 0.34%
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Market Capitalization

As of January 31, 2026
Large 78.99%
Mid 17.11%
Small 3.89%
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Region Exposure

% Developed Markets: 97.58%    % Emerging Markets: 0.83%    % Unidentified Markets: 1.59%

Americas 17.49%
17.49%
Canada 14.27%
United States 3.21%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.91%
United Kingdom 14.38%
43.94%
Austria 0.41%
Belgium 1.69%
Denmark 0.90%
Finland 1.29%
France 8.17%
Germany 6.43%
Ireland 2.65%
Italy 2.67%
Netherlands 5.37%
Norway 0.93%
Portugal 0.21%
Spain 3.74%
Sweden 3.64%
Switzerland 5.78%
0.00%
0.58%
Israel 0.58%
Greater Asia 22.02%
Japan 16.72%
1.34%
Australia 1.26%
3.12%
Hong Kong 0.53%
Singapore 0.94%
Taiwan 1.65%
0.83%
China 0.79%
India 0.04%
Unidentified Region 1.59%

Stock Sector Exposure

Cyclical
43.93%
Materials
8.07%
Consumer Discretionary
7.32%
Financials
27.69%
Real Estate
0.84%
Sensitive
43.51%
Communication Services
2.44%
Energy
4.01%
Industrials
24.62%
Information Technology
12.45%
Defensive
10.02%
Consumer Staples
3.81%
Health Care
4.92%
Utilities
1.29%
Not Classified
2.54%
Non Classified Equity
0.14%
Not Classified - Non Equity
2.40%
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