Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.92%
Stock 97.89%
Bond 1.25%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of January 31, 2026
Large 74.19%
Mid 20.43%
Small 5.38%
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Region Exposure

% Developed Markets: 97.32%    % Emerging Markets: 1.82%    % Unidentified Markets: 0.86%

Americas 56.32%
54.79%
United States 54.79%
1.53%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.79%
United Kingdom 9.99%
16.79%
Belgium 2.07%
France 2.83%
Ireland 3.62%
Portugal 1.82%
Spain 2.06%
Switzerland 4.38%
0.00%
0.00%
Greater Asia 16.03%
Japan 5.63%
0.00%
8.58%
Taiwan 8.58%
1.82%
India 1.82%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
29.49%
Materials
3.40%
Consumer Discretionary
5.22%
Financials
20.87%
Real Estate
0.00%
Sensitive
49.43%
Communication Services
1.39%
Energy
0.00%
Industrials
15.28%
Information Technology
32.76%
Defensive
19.01%
Consumer Staples
3.55%
Health Care
15.46%
Utilities
0.00%
Not Classified
2.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.08%
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