Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.18%
Stock 93.11%
Bond 0.05%
Convertible 0.00%
Preferred 0.01%
Other 3.65%
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Market Capitalization

As of January 31, 2026
Large 10.33%
Mid 35.77%
Small 53.91%
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Region Exposure

% Developed Markets: 79.76%    % Emerging Markets: 16.14%    % Unidentified Markets: 4.10%

Americas 11.76%
7.24%
Canada 2.88%
United States 4.37%
4.51%
Brazil 0.94%
Chile 0.01%
Mexico 1.65%
Peru 0.36%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.86%
United Kingdom 11.20%
21.35%
Austria 3.87%
Belgium 0.89%
Denmark 0.10%
Finland 0.82%
France 2.47%
Germany 2.13%
Greece 0.72%
Ireland 0.44%
Italy 3.57%
Netherlands 0.26%
Norway 0.97%
Portugal 0.01%
Spain 2.50%
Sweden 2.17%
Switzerland 0.16%
0.50%
Czech Republic 0.00%
Poland 0.05%
Turkey 0.01%
1.82%
Egypt 0.01%
Israel 0.77%
Qatar 0.01%
Saudi Arabia 0.57%
South Africa 0.44%
United Arab Emirates 0.01%
Greater Asia 49.28%
Japan 25.71%
2.65%
Australia 2.63%
9.26%
Hong Kong 2.18%
Singapore 1.47%
South Korea 1.60%
Taiwan 4.01%
11.66%
China 3.40%
India 5.93%
Indonesia 0.99%
Malaysia 0.05%
Philippines 1.26%
Thailand 0.03%
Unidentified Region 4.10%

Stock Sector Exposure

Cyclical
42.33%
Materials
12.33%
Consumer Discretionary
7.93%
Financials
16.85%
Real Estate
5.23%
Sensitive
44.18%
Communication Services
4.22%
Energy
4.37%
Industrials
23.16%
Information Technology
12.42%
Defensive
13.07%
Consumer Staples
6.81%
Health Care
5.92%
Utilities
0.34%
Not Classified
0.43%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.40%
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