Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.37%
Stock 94.76%
Bond 1.76%
Convertible 0.00%
Preferred 0.86%
Other -0.74%
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Market Capitalization

As of January 31, 2026
Large 61.58%
Mid 28.25%
Small 10.17%
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Region Exposure

% Developed Markets: 93.54%    % Emerging Markets: 6.95%    % Unidentified Markets: -0.49%

Americas 16.53%
9.64%
Canada 5.75%
United States 3.89%
6.89%
Brazil 2.44%
Mexico 2.21%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.19%
United Kingdom 20.52%
31.95%
Austria 0.59%
Denmark 3.97%
Finland 1.00%
France 9.55%
Germany 1.69%
Ireland 1.59%
Italy 3.23%
Netherlands 4.15%
Norway 0.59%
Spain 2.08%
Switzerland 2.85%
0.00%
0.72%
Israel 0.72%
Greater Asia 30.78%
Japan 16.53%
1.96%
Australia 1.96%
9.97%
Hong Kong 1.77%
South Korea 8.20%
2.31%
China 0.47%
India 1.83%
Unidentified Region -0.49%

Stock Sector Exposure

Cyclical
38.25%
Materials
9.99%
Consumer Discretionary
5.60%
Financials
22.65%
Real Estate
0.00%
Sensitive
37.90%
Communication Services
6.79%
Energy
5.27%
Industrials
18.74%
Information Technology
7.11%
Defensive
20.81%
Consumer Staples
5.91%
Health Care
12.80%
Utilities
2.10%
Not Classified
3.04%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.04%
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