Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.03%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of January 31, 2026
Large 82.43%
Mid 13.47%
Small 4.10%
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Region Exposure

% Developed Markets: 96.59%    % Emerging Markets: 3.45%    % Unidentified Markets: -0.04%

Americas 62.11%
60.26%
Canada 0.44%
United States 59.82%
1.85%
Mexico 0.74%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.92%
United Kingdom 7.25%
17.67%
Denmark 1.02%
France 3.43%
Germany 1.20%
Ireland 1.92%
Netherlands 4.13%
Sweden 3.32%
Switzerland 2.65%
0.00%
0.00%
Greater Asia 13.01%
Japan 6.13%
0.00%
4.17%
Hong Kong 2.16%
Singapore 2.01%
2.71%
China 1.94%
India 0.77%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
24.70%
Materials
0.00%
Consumer Discretionary
11.09%
Financials
13.61%
Real Estate
0.00%
Sensitive
56.75%
Communication Services
13.83%
Energy
2.59%
Industrials
18.00%
Information Technology
22.33%
Defensive
17.70%
Consumer Staples
1.71%
Health Care
15.99%
Utilities
0.00%
Not Classified
0.85%
Non Classified Equity
0.85%
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