Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.05%
Stock 97.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.24%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.28%

Americas 69.00%
66.53%
Canada 5.71%
United States 60.82%
2.47%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.03%
United Kingdom 2.07%
13.11%
Austria 0.29%
Belgium 0.03%
Denmark 0.21%
Finland 0.44%
France 1.85%
Germany 1.98%
Ireland 0.95%
Italy 1.23%
Netherlands 1.53%
Norway 0.28%
Portugal 0.08%
Spain 1.50%
Sweden 0.04%
Switzerland 2.71%
0.00%
0.85%
Israel 0.85%
Greater Asia 12.68%
Japan 9.74%
0.73%
Australia 0.54%
2.20%
Hong Kong 1.40%
Singapore 0.32%
South Korea 0.26%
0.00%
Unidentified Region 2.28%

Stock Sector Exposure

Cyclical
20.22%
Materials
0.68%
Consumer Discretionary
5.26%
Financials
13.43%
Real Estate
0.85%
Sensitive
43.59%
Communication Services
11.09%
Energy
2.21%
Industrials
8.76%
Information Technology
21.54%
Defensive
35.12%
Consumer Staples
11.00%
Health Care
16.09%
Utilities
8.03%
Not Classified
1.07%
Non Classified Equity
1.07%
Not Classified - Non Equity
0.00%
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