Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.20%
Stock 98.87%
Bond 0.92%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 91.68%
Mid 5.23%
Small 3.09%
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Region Exposure

% Developed Markets: 99.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.32%

Americas 57.01%
57.01%
Canada 0.92%
United States 56.09%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.45%
United Kingdom 14.42%
17.03%
France 6.97%
Germany 1.66%
Ireland 2.70%
Italy 2.22%
Switzerland 3.48%
0.00%
0.00%
Greater Asia 11.22%
Japan 5.59%
0.00%
5.63%
Hong Kong 1.32%
Singapore 1.47%
Taiwan 2.84%
0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
34.80%
Materials
5.93%
Consumer Discretionary
5.14%
Financials
20.67%
Real Estate
3.06%
Sensitive
44.56%
Communication Services
8.56%
Energy
5.33%
Industrials
10.63%
Information Technology
20.04%
Defensive
20.64%
Consumer Staples
6.92%
Health Care
12.48%
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