Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.07%
Stock 94.00%
Bond 3.40%
Convertible 0.00%
Preferred 0.30%
Other 0.24%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.98%    % Emerging Markets: 4.73%    % Unidentified Markets: 0.29%

Americas 7.22%
6.00%
Canada 5.77%
United States 0.23%
1.22%
Brazil 0.91%
Mexico 0.19%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.23%
United Kingdom 14.28%
44.89%
Austria 0.47%
Belgium 0.41%
Denmark 1.74%
Finland 0.72%
France 10.46%
Germany 8.61%
Ireland 2.04%
Italy 2.69%
Netherlands 5.62%
Norway 1.35%
Portugal 0.33%
Spain 1.89%
Sweden 1.07%
Switzerland 6.57%
0.00%
Turkey 0.00%
1.06%
Israel 0.79%
South Africa 0.25%
United Arab Emirates 0.02%
Greater Asia 32.25%
Japan 17.17%
2.80%
Australia 2.46%
9.04%
Hong Kong 2.94%
Singapore 2.51%
South Korea 1.40%
Taiwan 2.18%
3.25%
China 1.68%
India 0.77%
Indonesia 0.56%
Malaysia 0.02%
Thailand 0.22%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
41.21%
Materials
5.83%
Consumer Discretionary
10.86%
Financials
23.52%
Real Estate
1.01%
Sensitive
33.78%
Communication Services
6.57%
Energy
2.37%
Industrials
15.21%
Information Technology
9.63%
Defensive
21.03%
Consumer Staples
7.23%
Health Care
12.16%
Utilities
1.64%
Not Classified
3.97%
Non Classified Equity
0.18%
Not Classified - Non Equity
3.79%
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