Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.09%
Stock 97.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 2.56%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.24%    % Emerging Markets: 0.23%    % Unidentified Markets: 2.52%

Americas 63.70%
63.63%
Canada 4.74%
United States 58.89%
0.07%
Mexico 0.01%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.13%
United Kingdom 4.85%
16.61%
Austria 0.14%
Belgium 0.31%
Denmark 0.61%
Finland 0.36%
France 2.69%
Germany 2.83%
Ireland 1.17%
Italy 0.99%
Netherlands 1.94%
Norway 0.24%
Portugal 0.06%
Spain 1.09%
Sweden 1.16%
Switzerland 2.96%
0.17%
Poland 0.17%
0.50%
Israel 0.50%
Greater Asia 11.65%
Japan 7.93%
2.39%
Australia 2.30%
1.30%
Hong Kong 0.66%
Singapore 0.62%
0.03%
China 0.03%
Unidentified Region 2.52%

Stock Sector Exposure

Cyclical
32.42%
Materials
4.07%
Consumer Discretionary
9.44%
Financials
17.22%
Real Estate
1.69%
Sensitive
47.65%
Communication Services
8.25%
Energy
3.75%
Industrials
12.03%
Information Technology
23.61%
Defensive
17.30%
Consumer Staples
5.32%
Health Care
9.32%
Utilities
2.66%
Not Classified
2.63%
Non Classified Equity
0.25%
Not Classified - Non Equity
2.37%
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