Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.40%
Stock 98.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.64%
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Market Capitalization

As of January 31, 2026
Large 17.04%
Mid 44.41%
Small 38.55%
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Region Exposure

% Developed Markets: 87.89%    % Emerging Markets: 11.25%    % Unidentified Markets: 0.86%

Americas 14.95%
11.58%
Canada 6.03%
United States 5.55%
3.38%
Mexico 2.74%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.85%
United Kingdom 13.10%
33.11%
Belgium 2.15%
France 2.53%
Germany 2.06%
Italy 5.87%
Netherlands 3.44%
Sweden 10.45%
Switzerland 4.54%
0.00%
0.64%
Saudi Arabia 0.64%
Greater Asia 37.33%
Japan 10.53%
4.71%
Australia 4.71%
14.22%
South Korea 6.64%
Taiwan 7.59%
7.87%
China 2.29%
India 5.09%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
19.67%
Materials
1.15%
Consumer Discretionary
5.52%
Financials
11.79%
Real Estate
1.21%
Sensitive
64.05%
Communication Services
0.00%
Energy
1.67%
Industrials
32.09%
Information Technology
30.29%
Defensive
15.52%
Consumer Staples
3.05%
Health Care
12.46%
Utilities
0.00%
Not Classified
0.77%
Non Classified Equity
0.77%
Not Classified - Non Equity
0.00%
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