Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.09%
Stock 94.54%
Bond 2.96%
Convertible 0.00%
Preferred 0.04%
Other 0.38%
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Market Capitalization

As of January 31, 2026
Large 40.38%
Mid 35.84%
Small 23.79%
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Region Exposure

% Developed Markets: 76.45%    % Emerging Markets: 3.25%    % Unidentified Markets: 20.30%

Americas 52.21%
49.95%
Canada 7.39%
United States 42.56%
2.26%
Brazil 0.95%
Chile 0.06%
Colombia 0.01%
Mexico 1.23%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.58%
United Kingdom 5.19%
12.06%
Austria 0.03%
Finland 0.55%
France 2.83%
Germany 0.75%
Greece 0.13%
Ireland 0.29%
Italy 1.85%
Netherlands 0.32%
Norway 0.31%
Spain 3.55%
Sweden 0.45%
Switzerland 0.61%
0.00%
Russia 0.00%
0.33%
Israel 0.07%
South Africa 0.27%
Greater Asia 9.91%
Japan 2.17%
4.28%
Australia 3.58%
2.70%
Hong Kong 1.54%
Singapore 1.12%
South Korea 0.05%
0.75%
China 0.44%
India 0.19%
Thailand 0.12%
Unidentified Region 20.30%

Stock Sector Exposure

Cyclical
34.72%
Materials
11.82%
Consumer Discretionary
0.42%
Financials
0.14%
Real Estate
22.34%
Sensitive
23.69%
Communication Services
0.52%
Energy
12.88%
Industrials
10.06%
Information Technology
0.23%
Defensive
18.57%
Consumer Staples
1.12%
Health Care
0.13%
Utilities
17.32%
Not Classified
23.02%
Non Classified Equity
20.97%
Not Classified - Non Equity
2.05%
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