Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.62%
Stock 94.78%
Bond 3.96%
Convertible 0.00%
Preferred 0.54%
Other 0.10%
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Market Capitalization

As of January 31, 2026
Large 79.35%
Mid 19.77%
Small 0.88%
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Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.24%    % Unidentified Markets: 0.23%

Americas 4.53%
4.38%
Canada 3.92%
United States 0.47%
0.14%
Mexico 0.14%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.76%
United Kingdom 14.20%
48.58%
Austria 0.39%
Belgium 0.90%
Denmark 1.49%
Finland 1.35%
France 8.43%
Germany 8.86%
Ireland 1.09%
Italy 3.02%
Netherlands 6.12%
Norway 1.06%
Portugal 0.33%
Spain 3.12%
Sweden 3.90%
Switzerland 7.84%
0.00%
1.97%
Israel 1.97%
Greater Asia 30.49%
Japan 21.16%
5.14%
Australia 5.01%
4.08%
Hong Kong 2.46%
Singapore 1.62%
0.10%
China 0.10%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
39.88%
Materials
5.56%
Consumer Discretionary
7.78%
Financials
25.45%
Real Estate
1.09%
Sensitive
35.58%
Communication Services
4.04%
Energy
3.83%
Industrials
18.70%
Information Technology
9.01%
Defensive
19.46%
Consumer Staples
6.56%
Health Care
10.03%
Utilities
2.87%
Not Classified
5.08%
Non Classified Equity
0.59%
Not Classified - Non Equity
4.50%
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