Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.48%
Stock 98.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 77.00%
Mid 21.52%
Small 1.48%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 63.49%
63.49%
Canada 3.04%
United States 60.45%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.33%
United Kingdom 4.13%
18.20%
Denmark 1.81%
France 3.95%
Ireland 1.60%
Italy 1.03%
Netherlands 4.63%
Spain 2.16%
Switzerland 3.02%
0.00%
0.00%
Greater Asia 14.18%
Japan 4.15%
1.18%
Australia 1.18%
8.85%
Hong Kong 4.75%
Taiwan 4.11%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
34.47%
Materials
4.44%
Consumer Discretionary
18.31%
Financials
11.73%
Real Estate
0.00%
Sensitive
39.01%
Communication Services
1.10%
Energy
0.00%
Industrials
9.45%
Information Technology
28.46%
Defensive
26.52%
Consumer Staples
5.78%
Health Care
20.74%
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