Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 98.57%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.43%
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Market Capitalization

As of January 31, 2026
Large 1.60%
Mid 14.61%
Small 83.78%
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Region Exposure

% Developed Markets: 98.80%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.20%

Americas 70.24%
67.59%
Canada 2.84%
United States 64.76%
2.65%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.46%
United Kingdom 5.90%
11.37%
Denmark 0.44%
Finland 0.21%
France 2.58%
Germany 1.21%
Italy 1.61%
Netherlands 0.73%
Spain 0.58%
Sweden 1.06%
Switzerland 2.94%
0.00%
0.18%
Israel 0.18%
Greater Asia 11.10%
Japan 6.69%
1.36%
Australia 1.36%
3.05%
Hong Kong 0.49%
Singapore 0.23%
South Korea 2.34%
0.00%
Unidentified Region 1.20%

Stock Sector Exposure

Cyclical
41.27%
Materials
7.51%
Consumer Discretionary
11.47%
Financials
15.72%
Real Estate
6.57%
Sensitive
38.90%
Communication Services
3.56%
Energy
4.91%
Industrials
18.19%
Information Technology
12.24%
Defensive
17.91%
Consumer Staples
3.81%
Health Care
10.84%
Utilities
3.26%
Not Classified
1.91%
Non Classified Equity
0.73%
Not Classified - Non Equity
1.18%
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