Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.26%
Stock 90.95%
Bond 0.00%
Convertible 0.00%
Preferred 7.79%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 72.21%
Mid 17.17%
Small 10.62%
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Region Exposure

% Developed Markets: 49.32%    % Emerging Markets: 50.67%    % Unidentified Markets: 0.01%

Americas 10.68%
1.59%
Canada 0.51%
United States 1.08%
9.08%
Brazil 5.10%
Chile 0.54%
Mexico 1.89%
Peru 1.03%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.99%
United Kingdom 0.95%
3.64%
Greece 0.51%
2.91%
Turkey 1.89%
11.50%
Egypt 1.08%
Saudi Arabia 1.91%
South Africa 6.12%
United Arab Emirates 2.39%
Greater Asia 70.32%
Japan 0.00%
0.00%
40.76%
Hong Kong 9.23%
Singapore 0.62%
South Korea 13.36%
Taiwan 17.55%
29.57%
China 13.05%
India 10.30%
Indonesia 1.58%
Pakistan 0.85%
Philippines 1.75%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
53.12%
Materials
4.99%
Consumer Discretionary
15.81%
Financials
27.46%
Real Estate
4.86%
Sensitive
40.51%
Communication Services
1.46%
Energy
0.00%
Industrials
10.71%
Information Technology
28.35%
Defensive
5.83%
Consumer Staples
2.92%
Health Care
1.76%
Utilities
1.14%
Not Classified
0.54%
Non Classified Equity
0.54%
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