Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.46%
Stock 95.92%
Bond 0.20%
Convertible 0.00%
Preferred 2.41%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 20.37%
Mid 39.11%
Small 40.52%
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Region Exposure

% Developed Markets: 86.79%    % Emerging Markets: 12.92%    % Unidentified Markets: 0.29%

Americas 13.18%
4.74%
Canada 2.47%
United States 2.27%
8.44%
Brazil 6.39%
Mexico 2.04%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.24%
United Kingdom 13.98%
37.97%
Austria 1.09%
Denmark 1.79%
Finland 2.03%
France 6.20%
Germany 5.74%
Ireland 1.96%
Italy 2.25%
Netherlands 0.89%
Sweden 6.71%
Switzerland 8.73%
0.00%
0.29%
South Africa 0.29%
Greater Asia 34.29%
Japan 19.95%
3.35%
Australia 3.35%
6.80%
Hong Kong 1.86%
South Korea 2.11%
Taiwan 2.83%
4.19%
China 1.09%
Indonesia 3.11%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
27.07%
Materials
6.16%
Consumer Discretionary
8.74%
Financials
11.45%
Real Estate
0.73%
Sensitive
52.10%
Communication Services
6.19%
Energy
2.51%
Industrials
29.07%
Information Technology
14.33%
Defensive
20.33%
Consumer Staples
9.85%
Health Care
9.46%
Utilities
1.02%
Not Classified
0.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.49%
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