Asset Allocation

As of January 31, 2026.
Type % Net
Cash 13.92%
Stock 86.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of January 31, 2026
Large 97.61%
Mid 2.00%
Small 0.39%
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Region Exposure

% Developed Markets: 97.91%    % Emerging Markets: 2.01%    % Unidentified Markets: 0.08%

Americas 34.82%
34.82%
United States 34.82%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.81%
United Kingdom 15.51%
38.06%
France 5.85%
Germany 8.93%
Ireland 3.77%
Netherlands 6.67%
Spain 5.14%
Switzerland 7.70%
0.00%
3.25%
Israel 3.25%
Greater Asia 8.29%
Japan 0.00%
0.00%
6.28%
Taiwan 6.28%
2.01%
China 2.01%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
25.77%
Materials
4.11%
Consumer Discretionary
3.06%
Financials
18.59%
Real Estate
0.00%
Sensitive
62.37%
Communication Services
5.98%
Energy
0.00%
Industrials
36.95%
Information Technology
19.44%
Defensive
11.86%
Consumer Staples
4.76%
Health Care
7.10%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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