Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.09%
Stock 96.96%
Bond 0.00%
Convertible 0.00%
Preferred 1.63%
Other 1.31%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 74.82%
Mid 18.87%
Small 6.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.31%

Americas 1.14%
0.00%
United States 0.00%
1.14%
Mexico 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.08%
United Kingdom 24.07%
43.96%
Austria 1.07%
Belgium 0.01%
Denmark 0.01%
Finland 0.01%
France 16.72%
Germany 9.21%
Ireland 0.00%
Italy 4.13%
Netherlands 5.38%
Norway 0.00%
Portugal 0.00%
Spain 4.15%
Sweden 0.47%
Switzerland 2.79%
0.00%
0.05%
Israel 0.05%
Greater Asia 29.48%
Japan 25.15%
1.79%
Australia 1.77%
2.54%
Hong Kong 1.08%
Singapore 1.46%
0.00%
China 0.00%
Unidentified Region 1.31%

Stock Sector Exposure

Cyclical
39.98%
Materials
4.87%
Consumer Discretionary
6.29%
Financials
24.58%
Real Estate
4.25%
Sensitive
45.44%
Communication Services
5.80%
Energy
8.90%
Industrials
26.37%
Information Technology
4.37%
Defensive
12.46%
Consumer Staples
1.05%
Health Care
7.35%
Utilities
4.06%
Not Classified
2.12%
Non Classified Equity
1.04%
Not Classified - Non Equity
1.08%
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