Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.83%
Stock 98.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
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Market Capitalization

As of January 31, 2026
Large 89.05%
Mid 10.74%
Small 0.22%
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Region Exposure

% Developed Markets: 96.67%    % Emerging Markets: 3.10%    % Unidentified Markets: 0.23%

Americas 4.10%
2.75%
Canada 1.92%
United States 0.84%
1.35%
Brazil 0.57%
Mexico 0.78%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.76%
United Kingdom 13.59%
45.66%
Austria 0.47%
Belgium 0.41%
Denmark 0.95%
Finland 1.41%
France 6.79%
Germany 9.25%
Greece 0.21%
Ireland 0.89%
Italy 4.04%
Netherlands 5.48%
Norway 1.79%
Spain 5.95%
Sweden 2.15%
Switzerland 5.51%
0.94%
Poland 0.51%
Turkey 0.42%
0.58%
Israel 0.58%
Greater Asia 34.91%
Japan 22.43%
1.94%
Australia 1.94%
9.72%
Hong Kong 2.42%
Singapore 2.28%
South Korea 3.46%
Taiwan 1.33%
0.82%
China 0.82%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
35.47%
Materials
4.87%
Consumer Discretionary
9.39%
Financials
21.22%
Real Estate
0.00%
Sensitive
41.10%
Communication Services
4.65%
Energy
2.89%
Industrials
21.22%
Information Technology
12.35%
Defensive
22.03%
Consumer Staples
6.53%
Health Care
11.81%
Utilities
3.69%
Not Classified
1.40%
Non Classified Equity
1.40%
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