Asset Allocation

As of January 31, 2026.
Type % Net
Cash 7.28%
Stock 91.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.96%
Other 0.08%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 47.15%
Mid 26.84%
Small 26.02%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 80.62%    % Emerging Markets: 12.02%    % Unidentified Markets: 7.36%

Americas 34.58%
25.75%
Canada 13.63%
United States 12.13%
8.83%
Brazil 8.83%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.54%
United Kingdom 7.52%
41.02%
Austria 1.41%
Denmark 1.70%
France 13.23%
Germany 8.60%
Italy 3.21%
Netherlands 5.76%
Portugal 3.71%
Sweden 3.40%
0.00%
0.00%
Greater Asia 9.51%
Japan 4.82%
1.50%
Australia 1.50%
0.00%
3.19%
China 2.34%
Kazakhstan 0.85%
Unidentified Region 7.36%

Stock Sector Exposure

Cyclical
13.09%
Materials
13.09%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
50.03%
Communication Services
0.00%
Energy
0.92%
Industrials
34.13%
Information Technology
14.98%
Defensive
36.88%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
36.88%
Not Classified
0.00%
Non Classified Equity
0.00%
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