Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.46%
Stock 98.67%
Bond 0.13%
Convertible 0.00%
Preferred 0.07%
Other 0.67%
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Market Capitalization

As of January 31, 2026
Large 74.77%
Mid 17.93%
Small 7.31%
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Region Exposure

% Developed Markets: 78.97%    % Emerging Markets: 20.57%    % Unidentified Markets: 0.46%

Americas 9.81%
6.98%
Canada 6.34%
United States 0.64%
2.83%
Brazil 0.60%
Chile 0.00%
Colombia 0.00%
Mexico 0.21%
Peru 0.11%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.16%
United Kingdom 4.38%
35.31%
Austria 0.09%
Belgium 0.41%
Denmark 2.99%
Finland 0.97%
France 4.10%
Germany 3.63%
Greece 0.14%
Ireland 3.47%
Italy 1.69%
Netherlands 4.64%
Norway 0.51%
Portugal 0.00%
Spain 2.25%
Sweden 1.89%
Switzerland 8.04%
2.44%
Czech Republic 0.04%
Poland 1.74%
Turkey 0.00%
4.02%
Egypt 0.00%
Israel 1.14%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 1.37%
United Arab Emirates 1.51%
Greater Asia 43.58%
Japan 10.06%
0.98%
Australia 0.98%
18.42%
Hong Kong 1.07%
Singapore 1.61%
South Korea 6.66%
Taiwan 9.08%
14.11%
China 10.31%
India 2.15%
Indonesia 0.23%
Kazakhstan 0.31%
Malaysia 0.22%
Philippines 0.01%
Thailand 0.86%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
40.65%
Materials
8.20%
Consumer Discretionary
7.42%
Financials
24.25%
Real Estate
0.79%
Sensitive
45.34%
Communication Services
6.60%
Energy
2.57%
Industrials
12.02%
Information Technology
24.15%
Defensive
13.38%
Consumer Staples
3.27%
Health Care
9.61%
Utilities
0.50%
Not Classified
0.63%
Non Classified Equity
0.36%
Not Classified - Non Equity
0.27%
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