Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.84%
Stock 99.03%
Bond 0.04%
Convertible 0.00%
Preferred 0.07%
Other 0.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 0.14%    % Unidentified Markets: 0.64%

Americas 72.35%
72.14%
Canada 3.38%
United States 68.76%
0.22%
Mexico 0.01%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.61%
United Kingdom 3.97%
14.36%
Austria 0.07%
Belgium 0.22%
Denmark 0.51%
Finland 0.28%
France 2.35%
Germany 2.36%
Ireland 1.23%
Italy 0.78%
Netherlands 1.69%
Norway 0.16%
Portugal 0.05%
Spain 0.94%
Sweden 0.85%
Switzerland 2.71%
0.00%
0.28%
Israel 0.28%
Greater Asia 8.39%
Japan 5.65%
1.70%
Australia 1.64%
1.04%
Hong Kong 0.51%
Singapore 0.52%
0.01%
China 0.01%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
31.75%
Materials
3.45%
Consumer Discretionary
9.91%
Financials
16.71%
Real Estate
1.68%
Sensitive
50.39%
Communication Services
8.96%
Energy
3.61%
Industrials
11.44%
Information Technology
26.38%
Defensive
17.54%
Consumer Staples
5.29%
Health Care
9.64%
Utilities
2.60%
Not Classified
0.32%
Non Classified Equity
0.22%
Not Classified - Non Equity
0.11%
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