Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.54%
Stock 94.12%
Bond 0.00%
Convertible 0.00%
Preferred 1.76%
Other 3.58%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 56.91%
Mid 27.22%
Small 15.87%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 85.94%    % Emerging Markets: 11.41%    % Unidentified Markets: 2.66%

Americas 6.79%
1.19%
Canada 1.19%
5.60%
Brazil 3.97%
Chile 0.32%
Mexico 1.30%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.82%
United Kingdom 18.22%
39.47%
Austria 1.02%
Belgium 0.81%
Finland 1.09%
France 14.30%
Germany 5.87%
Ireland 2.48%
Italy 4.19%
Netherlands 5.52%
Norway 0.10%
Spain 0.25%
Sweden 1.48%
Switzerland 2.14%
0.45%
Poland 0.20%
Turkey 0.25%
1.68%
South Africa 1.55%
United Arab Emirates 0.13%
Greater Asia 30.73%
Japan 19.88%
0.00%
7.04%
Hong Kong 2.27%
Singapore 0.34%
South Korea 4.28%
Taiwan 0.14%
3.81%
China 1.56%
India 0.29%
Indonesia 0.69%
Philippines 0.35%
Thailand 0.92%
Unidentified Region 2.66%

Stock Sector Exposure

Cyclical
51.81%
Materials
6.65%
Consumer Discretionary
12.19%
Financials
30.31%
Real Estate
2.66%
Sensitive
29.60%
Communication Services
9.08%
Energy
6.49%
Industrials
10.04%
Information Technology
3.98%
Defensive
18.59%
Consumer Staples
9.30%
Health Care
7.80%
Utilities
1.49%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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