Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.98%
Stock 92.86%
Bond 3.47%
Convertible 0.00%
Preferred 0.38%
Other 0.30%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.63%    % Emerging Markets: 3.41%    % Unidentified Markets: -0.04%

Americas 54.79%
53.54%
Canada 7.05%
United States 46.48%
1.25%
Brazil 0.76%
Mexico 0.17%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.56%
United Kingdom 8.58%
19.61%
Austria 0.33%
Belgium 0.21%
Denmark 0.70%
Finland 0.23%
France 5.26%
Germany 2.96%
Ireland 1.77%
Italy 0.93%
Netherlands 3.07%
Norway 0.03%
Spain 0.64%
Sweden 0.43%
Switzerland 2.93%
0.00%
Turkey 0.00%
0.37%
Israel 0.00%
South Africa 0.33%
United Arab Emirates 0.04%
Greater Asia 16.69%
Japan 6.14%
0.12%
Australia 0.12%
8.44%
Hong Kong 1.55%
Singapore 1.81%
South Korea 1.79%
Taiwan 3.29%
1.99%
China 0.94%
India 0.53%
Indonesia 0.11%
Malaysia 0.01%
Thailand 0.39%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
34.71%
Materials
3.11%
Consumer Discretionary
11.21%
Financials
19.39%
Real Estate
0.99%
Sensitive
44.81%
Communication Services
10.23%
Energy
2.38%
Industrials
11.04%
Information Technology
21.17%
Defensive
16.57%
Consumer Staples
4.71%
Health Care
11.52%
Utilities
0.34%
Not Classified
3.90%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.90%
As of January 31, 2026
View Region Exposure
Start Trial

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