Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.19%
Stock 97.72%
Bond 1.10%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 87.63%
Mid 12.37%
Small 0.00%
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Region Exposure

% Developed Markets: 80.52%    % Emerging Markets: 18.29%    % Unidentified Markets: 1.19%

Americas 11.41%
5.11%
Canada 4.01%
United States 1.10%
6.30%
Mexico 3.09%
Peru 1.73%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.72%
United Kingdom 9.82%
31.16%
Denmark 1.96%
France 5.32%
Germany 3.10%
Ireland 1.10%
Netherlands 4.77%
Spain 2.19%
Sweden 7.43%
Switzerland 5.29%
0.00%
0.74%
Israel 0.74%
Greater Asia 45.68%
Japan 12.75%
0.00%
20.95%
Hong Kong 3.79%
Singapore 3.66%
South Korea 6.69%
Taiwan 6.81%
11.99%
China 8.53%
India 2.46%
Indonesia 0.99%
Unidentified Region 1.19%

Stock Sector Exposure

Cyclical
31.23%
Materials
4.06%
Consumer Discretionary
5.46%
Financials
21.71%
Real Estate
0.00%
Sensitive
47.24%
Communication Services
5.54%
Energy
2.68%
Industrials
17.53%
Information Technology
21.50%
Defensive
19.35%
Consumer Staples
5.09%
Health Care
14.27%
Utilities
0.00%
Not Classified
2.17%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.17%
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