Asset Allocation

As of January 31, 2025.
Type % Net
Cash 0.54%
Stock 98.81%
Bond 0.49%
Convertible 0.00%
Preferred 0.14%
Other 0.02%
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Market Capitalization

As of January 31, 2025
Large 81.99%
Mid 12.72%
Small 5.29%
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Region Exposure

% Developed Markets: 94.13%    % Emerging Markets: 6.08%    % Unidentified Markets: -0.21%

Americas 67.25%
66.15%
Canada 1.97%
United States 64.17%
1.10%
Brazil 1.07%
Mexico 0.01%
As of January 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.53%
United Kingdom 3.63%
14.40%
Belgium 0.13%
Denmark 0.81%
Finland 0.42%
France 2.92%
Germany 1.50%
Ireland 3.49%
Italy 1.05%
Netherlands 0.37%
Norway 0.15%
Spain 0.71%
Sweden 0.57%
Switzerland 2.28%
0.05%
Turkey 0.05%
0.45%
Israel 0.43%
South Africa 0.03%
Greater Asia 14.42%
Japan 4.93%
0.88%
Australia 0.70%
3.69%
Hong Kong 0.76%
Singapore 0.78%
South Korea 1.01%
Taiwan 1.13%
4.92%
China 2.90%
India 1.77%
Indonesia 0.14%
Malaysia 0.00%
Thailand 0.11%
Unidentified Region -0.21%

Stock Sector Exposure

Cyclical
31.22%
Materials
3.21%
Consumer Discretionary
9.87%
Financials
16.59%
Real Estate
1.54%
Sensitive
49.58%
Communication Services
9.12%
Energy
3.94%
Industrials
10.03%
Information Technology
26.50%
Defensive
18.21%
Consumer Staples
5.58%
Health Care
11.21%
Utilities
1.41%
Not Classified
1.00%
Non Classified Equity
0.13%
Not Classified - Non Equity
0.87%
As of January 31, 2025
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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