Asset Allocation

As of January 31, 2026.
Type % Net
Cash 6.75%
Stock 79.26%
Bond 0.39%
Convertible 0.00%
Preferred 2.30%
Other 11.30%
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Market Capitalization

As of January 31, 2026
Large 71.57%
Mid 16.93%
Small 11.50%
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Region Exposure

% Developed Markets: 83.86%    % Emerging Markets: 4.78%    % Unidentified Markets: 11.36%

Americas 50.61%
46.52%
Canada 6.53%
United States 39.99%
4.09%
Brazil 1.21%
Mexico 2.53%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.99%
United Kingdom 8.38%
14.84%
Belgium 0.75%
France 3.50%
Germany 3.34%
Ireland 0.91%
Netherlands 2.07%
Norway 0.26%
Sweden 1.01%
Switzerland 2.99%
0.00%
0.77%
Saudi Arabia 0.77%
Greater Asia 14.03%
Japan 6.09%
0.00%
7.67%
Hong Kong 2.80%
South Korea 3.97%
Taiwan 0.90%
0.27%
Thailand 0.27%
Unidentified Region 11.36%

Stock Sector Exposure

Cyclical
33.38%
Materials
8.00%
Consumer Discretionary
8.30%
Financials
13.28%
Real Estate
3.80%
Sensitive
40.12%
Communication Services
9.76%
Energy
7.93%
Industrials
11.42%
Information Technology
11.01%
Defensive
26.32%
Consumer Staples
14.42%
Health Care
11.90%
Utilities
0.00%
Not Classified
0.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.18%
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