Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.21%
Stock 97.46%
Bond 1.33%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 83.72%
Mid 12.16%
Small 4.12%
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Region Exposure

% Developed Markets: 90.24%    % Emerging Markets: 8.55%    % Unidentified Markets: 1.21%

Americas 56.44%
55.66%
Canada 0.89%
United States 54.76%
0.79%
Mexico 0.79%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.40%
United Kingdom 5.67%
15.73%
Denmark 0.82%
France 3.33%
Germany 0.97%
Ireland 1.53%
Netherlands 3.51%
Sweden 3.12%
Switzerland 2.45%
0.00%
0.00%
Greater Asia 20.95%
Japan 5.74%
0.00%
7.45%
Hong Kong 1.88%
Singapore 1.49%
Taiwan 4.08%
7.76%
China 5.68%
India 1.13%
Thailand 0.96%
Unidentified Region 1.21%

Stock Sector Exposure

Cyclical
22.54%
Materials
0.00%
Consumer Discretionary
10.01%
Financials
12.52%
Real Estate
0.00%
Sensitive
57.32%
Communication Services
14.05%
Energy
2.44%
Industrials
17.83%
Information Technology
23.01%
Defensive
16.70%
Consumer Staples
1.68%
Health Care
15.02%
Utilities
0.00%
Not Classified
3.45%
Non Classified Equity
0.82%
Not Classified - Non Equity
2.62%
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