Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.81%
Stock 94.08%
Bond 2.72%
Convertible 0.00%
Preferred 0.34%
Other 1.05%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 65.53%
Mid 26.22%
Small 8.25%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.07%    % Emerging Markets: 1.91%    % Unidentified Markets: 1.01%

Americas 7.13%
6.16%
Canada 1.44%
United States 4.72%
0.97%
Brazil 0.64%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.71%
United Kingdom 13.95%
47.63%
Austria 1.33%
Belgium 1.27%
Denmark 1.53%
Finland 1.64%
France 6.78%
Germany 8.64%
Ireland 2.19%
Italy 3.40%
Netherlands 5.52%
Norway 1.34%
Portugal 0.31%
Spain 2.28%
Sweden 2.10%
Switzerland 8.01%
0.00%
2.13%
Israel 2.13%
Saudi Arabia 0.00%
Greater Asia 28.15%
Japan 16.95%
3.09%
Australia 2.88%
6.83%
Hong Kong 3.24%
Singapore 2.35%
South Korea 0.75%
Taiwan 0.50%
1.27%
China 0.95%
India 0.13%
Indonesia 0.17%
Thailand 0.01%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
43.38%
Materials
7.27%
Consumer Discretionary
10.32%
Financials
23.95%
Real Estate
1.84%
Sensitive
34.48%
Communication Services
2.55%
Energy
3.75%
Industrials
18.90%
Information Technology
9.28%
Defensive
21.09%
Consumer Staples
6.05%
Health Care
12.32%
Utilities
2.73%
Not Classified
1.04%
Non Classified Equity
0.29%
Not Classified - Non Equity
0.75%
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