Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.62%
Stock 96.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 70.37%
Mid 27.66%
Small 1.97%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.45%    % Unidentified Markets: 0.00%

Americas 15.20%
14.15%
Canada 7.75%
United States 6.40%
1.05%
Brazil 0.45%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.84%
United Kingdom 14.28%
51.83%
Denmark 0.86%
France 12.79%
Germany 6.42%
Greece 0.73%
Ireland 8.15%
Italy 0.55%
Netherlands 2.71%
Norway 0.90%
Portugal 0.35%
Spain 3.60%
Sweden 2.12%
Switzerland 10.87%
0.00%
0.73%
Israel 0.73%
Greater Asia 17.96%
Japan 12.26%
1.01%
Australia 1.01%
4.69%
South Korea 1.55%
Taiwan 3.15%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
45.57%
Materials
17.45%
Consumer Discretionary
1.95%
Financials
26.18%
Real Estate
0.00%
Sensitive
34.71%
Communication Services
0.00%
Energy
5.24%
Industrials
17.72%
Information Technology
11.76%
Defensive
19.71%
Consumer Staples
7.21%
Health Care
12.50%
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