Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.02%
Stock 99.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 77.50%
Mid 17.96%
Small 4.54%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.14%    % Emerging Markets: 6.86%    % Unidentified Markets: 0.00%

Americas 60.94%
60.94%
Canada 2.33%
United States 58.61%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.80%
United Kingdom 0.04%
7.92%
Germany 2.11%
Italy 0.96%
Switzerland 4.85%
0.00%
10.83%
Qatar 2.53%
Saudi Arabia 3.49%
United Arab Emirates 1.91%
Greater Asia 20.26%
Japan 9.96%
0.50%
Australia 0.50%
6.44%
Hong Kong 4.63%
Singapore 1.04%
South Korea 0.48%
Taiwan 0.28%
3.36%
China 2.99%
Indonesia 0.03%
Malaysia 0.34%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
23.56%
Materials
2.05%
Consumer Discretionary
3.74%
Financials
17.77%
Real Estate
0.00%
Sensitive
32.34%
Communication Services
16.82%
Energy
6.25%
Industrials
3.80%
Information Technology
5.48%
Defensive
44.09%
Consumer Staples
19.52%
Health Care
19.32%
Utilities
5.25%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of January 31, 2026
View Region Exposure
Start Trial

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