Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.22%
Stock 99.03%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other 0.66%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 76.26%
Mid 20.27%
Small 3.48%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.17%    % Emerging Markets: 0.98%    % Unidentified Markets: 0.85%

Americas 6.69%
5.95%
Canada 2.81%
United States 3.14%
0.74%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 74.50%
United Kingdom 18.03%
54.96%
Austria 3.43%
Belgium 2.04%
Denmark 2.93%
France 11.35%
Germany 12.84%
Ireland 3.66%
Italy 2.55%
Netherlands 7.34%
Sweden 1.94%
Switzerland 4.68%
0.56%
Czech Republic 0.56%
0.94%
Israel 0.94%
Greater Asia 17.97%
Japan 12.97%
0.00%
5.00%
Hong Kong 1.41%
South Korea 2.87%
Taiwan 0.72%
0.00%
Unidentified Region 0.85%

Stock Sector Exposure

Cyclical
38.11%
Materials
7.03%
Consumer Discretionary
6.59%
Financials
24.49%
Real Estate
0.00%
Sensitive
42.81%
Communication Services
0.00%
Energy
2.82%
Industrials
25.69%
Information Technology
14.29%
Defensive
19.01%
Consumer Staples
4.36%
Health Care
12.68%
Utilities
1.97%
Not Classified
0.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.08%
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