Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.98%
Stock 94.29%
Bond 0.00%
Convertible 0.00%
Preferred 1.20%
Other 0.52%
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Market Capitalization

As of January 31, 2026
Large 75.51%
Mid 19.54%
Small 4.95%
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Region Exposure

% Developed Markets: 95.55%    % Emerging Markets: 1.21%    % Unidentified Markets: 3.24%

Americas 7.35%
3.78%
Canada 3.78%
3.56%
Brazil 1.21%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.10%
United Kingdom 20.20%
42.91%
France 15.76%
Germany 10.85%
Netherlands 8.05%
Switzerland 8.25%
0.00%
0.00%
Greater Asia 26.31%
Japan 17.80%
0.00%
8.52%
Hong Kong 3.79%
Singapore 1.64%
South Korea 1.20%
Taiwan 1.88%
0.00%
Unidentified Region 3.24%

Stock Sector Exposure

Cyclical
46.80%
Materials
9.18%
Consumer Discretionary
6.58%
Financials
29.99%
Real Estate
1.05%
Sensitive
36.90%
Communication Services
1.49%
Energy
4.93%
Industrials
24.50%
Information Technology
5.98%
Defensive
16.05%
Consumer Staples
7.27%
Health Care
6.68%
Utilities
2.10%
Not Classified
0.24%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.24%
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