Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.66%
Stock 100.6%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.21%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 92.71%
Mid 7.29%
Small 0.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.96%    % Emerging Markets: 4.60%    % Unidentified Markets: -0.55%

Americas 2.47%
1.84%
United States 1.84%
0.63%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.50%
United Kingdom 17.04%
49.46%
Belgium 0.52%
Denmark 3.18%
France 14.85%
Germany 8.96%
Ireland 1.70%
Netherlands 7.15%
Spain 3.23%
Sweden 3.27%
Switzerland 6.60%
0.00%
0.00%
Greater Asia 31.58%
Japan 18.07%
0.00%
9.55%
Hong Kong 1.20%
Singapore 3.50%
Taiwan 4.85%
3.96%
China 3.03%
India 0.93%
Unidentified Region -0.55%

Stock Sector Exposure

Cyclical
31.57%
Materials
5.11%
Consumer Discretionary
5.64%
Financials
20.82%
Real Estate
0.00%
Sensitive
43.44%
Communication Services
3.32%
Energy
3.16%
Industrials
20.56%
Information Technology
16.39%
Defensive
24.99%
Consumer Staples
10.45%
Health Care
11.82%
Utilities
2.72%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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