Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 97.58%
Bond 0.00%
Convertible 0.00%
Preferred 1.34%
Other 1.08%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 67.56%
Mid 16.87%
Small 15.57%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 54.45%    % Emerging Markets: 44.47%    % Unidentified Markets: 1.08%

Americas 12.91%
7.02%
United States 7.02%
5.89%
Argentina 1.42%
Brazil 4.47%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.83%
United Kingdom 0.33%
5.04%
Greece 1.71%
4.44%
Turkey 2.69%
1.03%
Saudi Arabia 1.03%
Greater Asia 75.18%
Japan 0.00%
0.00%
42.06%
Hong Kong 3.64%
South Korea 20.22%
Taiwan 18.20%
33.11%
China 13.81%
India 17.25%
Indonesia 0.55%
Kazakhstan 0.07%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
36.01%
Materials
0.00%
Consumer Discretionary
14.83%
Financials
18.65%
Real Estate
2.53%
Sensitive
58.28%
Communication Services
3.23%
Energy
0.00%
Industrials
18.37%
Information Technology
36.68%
Defensive
5.64%
Consumer Staples
1.44%
Health Care
3.05%
Utilities
1.15%
Not Classified
0.07%
Non Classified Equity
0.07%
Not Classified - Non Equity
0.00%
As of January 31, 2026
View Region Exposure
Start Trial

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