Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.17%
Stock 99.54%
Bond 0.15%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 71.21%
Mid 26.67%
Small 2.12%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.71%    % Emerging Markets: 1.05%    % Unidentified Markets: 0.24%

Americas 13.10%
12.05%
Canada 12.00%
United States 0.05%
1.05%
Mexico 1.05%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.31%
United Kingdom 11.01%
48.59%
Austria 0.49%
Belgium 1.11%
Denmark 1.83%
Finland 1.08%
France 6.68%
Germany 9.68%
Ireland 0.49%
Italy 5.30%
Netherlands 3.76%
Norway 1.42%
Portugal 0.51%
Spain 5.20%
Sweden 2.55%
Switzerland 7.93%
0.00%
2.71%
Israel 2.71%
Greater Asia 24.35%
Japan 17.25%
3.31%
Australia 3.31%
3.79%
Hong Kong 2.75%
Singapore 1.03%
0.00%
China 0.00%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
52.09%
Materials
5.01%
Consumer Discretionary
10.08%
Financials
36.80%
Real Estate
0.20%
Sensitive
26.49%
Communication Services
2.44%
Energy
1.88%
Industrials
13.94%
Information Technology
8.24%
Defensive
20.12%
Consumer Staples
9.23%
Health Care
9.88%
Utilities
1.01%
Not Classified
1.30%
Non Classified Equity
1.03%
Not Classified - Non Equity
0.27%
As of January 31, 2026
View Region Exposure
Start Trial

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