Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.58%
Stock 99.31%
Bond 0.11%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 51.29%
Mid 27.93%
Small 20.77%
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Region Exposure

% Developed Markets: 99.46%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.54%

Americas 72.13%
70.21%
Canada 4.39%
United States 65.82%
1.91%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.05%
United Kingdom 4.22%
14.53%
Austria 0.17%
Belgium 0.00%
Denmark 0.64%
Finland 0.00%
France 3.71%
Germany 1.35%
Ireland 1.51%
Italy 1.08%
Netherlands 1.74%
Norway 1.04%
Portugal 0.00%
Spain 1.15%
Sweden 0.79%
Switzerland 1.34%
0.00%
0.30%
Israel 0.30%
Greater Asia 8.28%
Japan 4.50%
1.74%
Australia 1.59%
2.04%
Hong Kong 1.57%
Singapore 0.47%
0.00%
China 0.00%
Unidentified Region 0.54%

Stock Sector Exposure

Cyclical
36.18%
Materials
2.59%
Consumer Discretionary
3.75%
Financials
26.69%
Real Estate
3.16%
Sensitive
35.48%
Communication Services
10.94%
Energy
4.82%
Industrials
13.06%
Information Technology
6.66%
Defensive
27.04%
Consumer Staples
9.05%
Health Care
12.43%
Utilities
5.57%
Not Classified
1.30%
Non Classified Equity
1.06%
Not Classified - Non Equity
0.24%
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