Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.30%
Stock 97.83%
Bond 0.00%
Convertible 0.00%
Preferred 0.87%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 14.18%
Mid 33.85%
Small 51.98%
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Region Exposure

% Developed Markets: 93.38%    % Emerging Markets: 6.62%    % Unidentified Markets: 0.00%

Americas 48.72%
45.66%
Canada 3.38%
United States 42.28%
3.06%
Brazil 3.06%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.35%
United Kingdom 12.24%
19.59%
France 2.00%
Germany 4.88%
Ireland 5.83%
Italy 0.75%
Netherlands 2.90%
Norway 1.05%
Spain 0.52%
Switzerland 1.20%
0.52%
Turkey 0.52%
0.00%
Greater Asia 18.94%
Japan 9.59%
2.13%
Australia 2.13%
4.18%
Hong Kong 1.70%
South Korea 0.64%
Taiwan 1.03%
3.04%
China 0.83%
India 1.65%
Philippines 0.56%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
33.59%
Materials
8.82%
Consumer Discretionary
9.69%
Financials
10.38%
Real Estate
4.70%
Sensitive
51.86%
Communication Services
2.61%
Energy
3.91%
Industrials
32.74%
Information Technology
12.60%
Defensive
14.28%
Consumer Staples
6.15%
Health Care
8.12%
Utilities
0.00%
Not Classified
0.27%
Non Classified Equity
0.27%
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