Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.89%
Stock 96.42%
Bond 0.71%
Convertible 0.00%
Preferred 0.57%
Other 1.41%
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Market Capitalization

As of January 31, 2026
Large 57.60%
Mid 26.30%
Small 16.09%
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Region Exposure

% Developed Markets: 98.33%    % Emerging Markets: 0.05%    % Unidentified Markets: 1.62%

Americas 3.48%
3.43%
Canada 2.07%
United States 1.35%
0.05%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.63%
United Kingdom 12.84%
42.82%
Austria 0.73%
Belgium 1.05%
Denmark 2.33%
Finland 0.65%
France 9.48%
Germany 6.47%
Ireland 0.15%
Italy 2.21%
Netherlands 3.27%
Norway 1.26%
Portugal 0.54%
Spain 3.30%
Sweden 1.96%
Switzerland 9.33%
0.00%
1.98%
Israel 1.97%
South Africa 0.00%
Greater Asia 37.27%
Japan 24.85%
3.54%
Australia 2.93%
8.88%
Hong Kong 4.35%
Singapore 4.53%
0.00%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
31.90%
Materials
3.44%
Consumer Discretionary
5.09%
Financials
21.98%
Real Estate
1.39%
Sensitive
34.44%
Communication Services
8.45%
Energy
3.97%
Industrials
16.13%
Information Technology
5.90%
Defensive
32.56%
Consumer Staples
14.38%
Health Care
11.19%
Utilities
6.99%
Not Classified
1.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.10%
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