Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.98%
Stock 96.24%
Bond 1.64%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Market Capitalization

As of January 31, 2026
Large 0.44%
Mid 13.94%
Small 85.62%
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Region Exposure

% Developed Markets: 96.50%    % Emerging Markets: 1.38%    % Unidentified Markets: 2.12%

Americas 6.88%
6.88%
Canada 5.24%
United States 1.64%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.96%
United Kingdom 16.45%
48.13%
Belgium 2.23%
Denmark 0.70%
Finland 3.53%
France 11.84%
Germany 6.65%
Ireland 9.65%
Italy 4.32%
Netherlands 2.40%
Spain 3.15%
Switzerland 1.00%
1.38%
0.00%
Greater Asia 25.04%
Japan 12.16%
7.29%
Australia 4.43%
5.59%
Hong Kong 5.59%
0.00%
Unidentified Region 2.12%

Stock Sector Exposure

Cyclical
48.74%
Materials
16.25%
Consumer Discretionary
17.85%
Financials
12.28%
Real Estate
2.36%
Sensitive
27.31%
Communication Services
0.00%
Energy
0.00%
Industrials
25.11%
Information Technology
2.20%
Defensive
20.35%
Consumer Staples
15.54%
Health Care
2.38%
Utilities
2.43%
Not Classified
3.60%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.60%
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