Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.44%
Stock 98.30%
Bond 0.48%
Convertible 0.00%
Preferred 0.62%
Other 0.16%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 89.87%    % Emerging Markets: 9.18%    % Unidentified Markets: 0.95%

Americas 59.45%
57.83%
Canada 2.14%
United States 55.69%
1.62%
Brazil 0.66%
Mexico 0.33%
Peru 0.34%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.11%
United Kingdom 4.50%
14.63%
Austria 0.76%
Belgium 0.02%
Denmark 0.25%
France 3.74%
Germany 1.40%
Greece 0.06%
Ireland 2.81%
Italy 1.23%
Netherlands 1.00%
Norway 0.01%
Portugal 0.06%
Spain 0.59%
Sweden 0.16%
Switzerland 2.21%
0.05%
Poland 0.05%
Russia 0.00%
0.93%
Israel 0.16%
South Africa 0.51%
United Arab Emirates 0.26%
Greater Asia 19.49%
Japan 3.58%
0.02%
Australia 0.02%
8.94%
Hong Kong 1.09%
Singapore 0.98%
South Korea 2.04%
Taiwan 4.83%
6.94%
China 3.75%
India 2.79%
Indonesia 0.15%
Philippines 0.12%
Thailand 0.12%
Unidentified Region 0.95%

Stock Sector Exposure

Cyclical
33.26%
Materials
2.90%
Consumer Discretionary
11.96%
Financials
17.93%
Real Estate
0.48%
Sensitive
49.81%
Communication Services
7.59%
Energy
1.85%
Industrials
12.79%
Information Technology
27.58%
Defensive
16.91%
Consumer Staples
5.45%
Health Care
10.26%
Utilities
1.20%
Not Classified
0.02%
Non Classified Equity
0.02%
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