Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.11%
Stock 96.98%
Bond 0.68%
Convertible 0.00%
Preferred 0.81%
Other 0.42%
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Market Capitalization

As of January 31, 2026
Large 88.44%
Mid 10.82%
Small 0.73%
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Region Exposure

% Developed Markets: 82.22%    % Emerging Markets: 16.48%    % Unidentified Markets: 1.31%

Americas 11.20%
8.81%
Canada 7.72%
United States 1.09%
2.39%
Brazil 1.37%
Chile 0.18%
Colombia 0.05%
Mexico 0.63%
Peru 0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.79%
United Kingdom 8.60%
31.19%
Austria 0.17%
Belgium 0.53%
Denmark 1.19%
Finland 0.68%
France 5.52%
Germany 5.55%
Greece 0.18%
Ireland 0.66%
Italy 1.84%
Netherlands 3.87%
Norway 0.36%
Portugal 0.11%
Spain 2.23%
Sweden 2.00%
Switzerland 5.92%
0.61%
Czech Republic 0.04%
Poland 0.31%
Turkey 0.15%
3.40%
Egypt 0.03%
Israel 0.67%
Qatar 0.20%
Saudi Arabia 0.90%
South Africa 0.98%
United Arab Emirates 0.44%
Greater Asia 43.70%
Japan 13.32%
3.95%
Australia 3.82%
14.79%
Hong Kong 2.51%
Singapore 1.10%
South Korea 4.80%
Taiwan 6.37%
11.64%
China 6.41%
India 4.13%
Indonesia 0.31%
Malaysia 0.37%
Philippines 0.11%
Thailand 0.30%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
41.93%
Materials
6.95%
Consumer Discretionary
9.06%
Financials
24.59%
Real Estate
1.33%
Sensitive
39.53%
Communication Services
5.16%
Energy
4.27%
Industrials
14.69%
Information Technology
15.41%
Defensive
16.33%
Consumer Staples
5.52%
Health Care
7.72%
Utilities
3.09%
Not Classified
2.21%
Non Classified Equity
0.49%
Not Classified - Non Equity
1.72%
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