Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.79%
Stock 92.81%
Bond 0.00%
Convertible 0.00%
Preferred 6.40%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 99.15%
Mid 0.85%
Small 0.00%
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Region Exposure

% Developed Markets: 52.74%    % Emerging Markets: 47.26%    % Unidentified Markets: 0.00%

Americas 12.51%
0.79%
Canada -0.07%
United States 0.86%
11.71%
Brazil 5.09%
Mexico 2.97%
Peru 2.09%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.48%
United Kingdom 7.72%
0.00%
0.00%
3.76%
South Africa 2.60%
United Arab Emirates 1.16%
Greater Asia 76.01%
Japan 0.00%
0.00%
43.07%
Hong Kong 10.12%
South Korea 14.84%
Taiwan 18.11%
32.94%
China 17.24%
India 13.72%
Indonesia 1.98%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
46.65%
Materials
5.01%
Consumer Discretionary
14.95%
Financials
25.54%
Real Estate
1.17%
Sensitive
41.19%
Communication Services
6.81%
Energy
0.00%
Industrials
3.60%
Information Technology
30.78%
Defensive
12.16%
Consumer Staples
11.10%
Health Care
1.06%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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