Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.71%
Stock 95.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other 0.37%
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Market Capitalization

As of January 31, 2026
Large 74.97%
Mid 20.14%
Small 4.89%
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Region Exposure

% Developed Markets: 95.75%    % Emerging Markets: 4.21%    % Unidentified Markets: 0.03%

Americas 6.91%
5.90%
Canada 4.08%
United States 1.82%
1.00%
Brazil 0.75%
Mexico 0.11%
Peru 0.01%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.00%
United Kingdom 14.15%
49.92%
Austria 0.15%
Belgium 0.91%
Denmark 2.33%
Finland 1.08%
France 10.58%
Germany 8.44%
Greece 0.07%
Ireland 2.28%
Italy 1.98%
Netherlands 6.91%
Norway 0.87%
Portugal 0.24%
Spain 2.47%
Sweden 1.94%
Switzerland 8.64%
0.71%
Czech Republic 0.17%
Poland 0.51%
1.22%
Israel 0.77%
Qatar 0.04%
South Africa 0.13%
United Arab Emirates 0.28%
Greater Asia 27.07%
Japan 16.55%
1.65%
Australia 1.56%
6.38%
Hong Kong 1.85%
Singapore 1.31%
South Korea 2.33%
Taiwan 0.89%
2.48%
China 1.77%
India 0.11%
Indonesia 0.25%
Malaysia 0.03%
Philippines 0.00%
Thailand 0.32%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
39.89%
Materials
5.53%
Consumer Discretionary
9.19%
Financials
24.40%
Real Estate
0.78%
Sensitive
36.74%
Communication Services
3.32%
Energy
3.40%
Industrials
17.33%
Information Technology
12.69%
Defensive
23.32%
Consumer Staples
7.21%
Health Care
14.25%
Utilities
1.86%
Not Classified
0.06%
Non Classified Equity
0.06%
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