Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.54%
Stock 95.25%
Bond 1.52%
Convertible 0.00%
Preferred 1.67%
Other 0.02%
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Market Capitalization

As of January 31, 2026
Large 82.97%
Mid 11.31%
Small 5.72%
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Region Exposure

% Developed Markets: 59.75%    % Emerging Markets: 39.22%    % Unidentified Markets: 1.03%

Americas 18.68%
8.08%
Canada 5.69%
United States 2.39%
10.61%
Brazil 5.72%
Chile 0.45%
Mexico 2.87%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.25%
United Kingdom 0.00%
1.02%
Greece 1.02%
7.06%
Poland 3.41%
Turkey 1.45%
5.16%
Saudi Arabia 1.71%
South Africa 2.00%
United Arab Emirates 1.45%
Greater Asia 67.04%
Japan 0.00%
0.00%
47.62%
Singapore 0.52%
South Korea 19.91%
Taiwan 27.20%
19.42%
India 14.17%
Indonesia 1.60%
Malaysia 2.30%
Philippines 0.65%
Thailand 0.70%
Unidentified Region 1.03%

Stock Sector Exposure

Cyclical
42.29%
Materials
8.14%
Consumer Discretionary
10.88%
Financials
21.79%
Real Estate
1.48%
Sensitive
48.99%
Communication Services
0.91%
Energy
1.84%
Industrials
7.48%
Information Technology
38.77%
Defensive
5.80%
Consumer Staples
3.18%
Health Care
2.61%
Utilities
0.00%
Not Classified
2.92%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.92%
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