Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.79%
Stock 96.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.45%
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Market Capitalization

As of January 31, 2026
Large 70.42%
Mid 18.51%
Small 11.07%
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Region Exposure

% Developed Markets: 98.31%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.69%

Americas 57.40%
55.53%
Canada 4.78%
United States 50.75%
1.87%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.42%
United Kingdom 7.50%
19.12%
Austria 0.70%
Belgium 0.23%
Finland 0.57%
France 0.31%
Germany 2.82%
Ireland 0.62%
Italy 2.02%
Netherlands 2.59%
Spain 4.30%
Sweden 1.57%
Switzerland 3.40%
0.00%
0.80%
Israel 0.80%
Greater Asia 13.49%
Japan 8.72%
3.59%
Australia 3.59%
1.18%
Singapore 0.87%
South Korea 0.31%
0.00%
Unidentified Region 1.69%

Stock Sector Exposure

Cyclical
100.0%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
100.0%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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