Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.29%
Stock 98.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 91.69%
Mid 5.18%
Small 3.13%
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Region Exposure

% Developed Markets: 98.35%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.65%

Americas 55.72%
55.72%
Canada -0.24%
United States 55.96%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.52%
United Kingdom 14.47%
17.05%
France 6.99%
Germany 1.67%
Ireland 2.70%
Italy 2.23%
Switzerland 3.47%
0.00%
0.00%
South Africa 0.00%
Greater Asia 11.11%
Japan 5.55%
0.00%
5.56%
Hong Kong 1.25%
Singapore 1.48%
Taiwan 2.82%
0.00%
Unidentified Region 1.65%

Stock Sector Exposure

Cyclical
34.63%
Materials
5.97%
Consumer Discretionary
5.16%
Financials
20.41%
Real Estate
3.09%
Sensitive
44.55%
Communication Services
8.46%
Energy
5.33%
Industrials
10.73%
Information Technology
20.03%
Defensive
20.82%
Consumer Staples
6.97%
Health Care
12.61%
Utilities
1.24%
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