Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.12%
Stock 90.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.15%
Other 8.47%
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Market Capitalization

As of January 31, 2026
Large 6.47%
Mid 43.81%
Small 49.72%
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Region Exposure

% Developed Markets: 86.33%    % Emerging Markets: 5.16%    % Unidentified Markets: 8.51%

Americas 8.85%
5.88%
Canada 5.05%
United States 0.83%
2.98%
Brazil 1.76%
Mexico 0.55%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.17%
United Kingdom 14.58%
23.48%
Austria 2.00%
Belgium 1.54%
Denmark 2.21%
Finland 1.11%
France 2.44%
Germany 1.24%
Greece 0.84%
Ireland 0.71%
Italy 2.04%
Netherlands 2.98%
Norway 0.73%
Portugal 0.00%
Spain 1.29%
Sweden 1.94%
Switzerland 2.06%
0.19%
Poland 0.19%
5.92%
Israel 5.32%
South Africa 0.12%
Greater Asia 38.47%
Japan 26.65%
5.09%
Australia 5.09%
4.96%
Hong Kong 1.81%
Singapore 0.37%
Taiwan 2.79%
1.75%
China 1.19%
India 0.57%
Indonesia 0.00%
Unidentified Region 8.51%

Stock Sector Exposure

Cyclical
50.02%
Materials
12.21%
Consumer Discretionary
11.60%
Financials
14.58%
Real Estate
11.63%
Sensitive
38.36%
Communication Services
2.97%
Energy
3.02%
Industrials
20.77%
Information Technology
11.60%
Defensive
11.52%
Consumer Staples
2.81%
Health Care
5.38%
Utilities
3.33%
Not Classified
0.10%
Non Classified Equity
0.10%
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