Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.09%
Stock 97.13%
Bond 0.60%
Convertible 0.00%
Preferred 0.42%
Other 0.76%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 91.60%    % Emerging Markets: 6.73%    % Unidentified Markets: 1.68%

Americas 67.72%
63.08%
Canada 6.30%
United States 56.78%
4.63%
Argentina 0.04%
Brazil 2.57%
Chile 0.37%
Colombia 0.10%
Mexico 1.06%
Peru 0.15%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.16%
United Kingdom 3.35%
10.44%
Austria 0.22%
Belgium 0.26%
Denmark 0.50%
Finland 0.34%
France 1.46%
Germany 1.60%
Greece 0.01%
Ireland 0.70%
Italy 0.96%
Netherlands 0.89%
Norway 0.19%
Portugal 0.03%
Spain 0.75%
Sweden 0.66%
Switzerland 1.56%
0.19%
Czech Republic 0.00%
Poland 0.00%
Russia 0.16%
Turkey 0.02%
1.18%
Egypt 0.00%
Israel 0.50%
Qatar 0.02%
Saudi Arabia 0.08%
South Africa 0.51%
United Arab Emirates 0.04%
Greater Asia 15.45%
Japan 9.25%
1.79%
Australia 1.74%
2.82%
Hong Kong 0.73%
Singapore 0.52%
South Korea 0.96%
Taiwan 0.61%
1.58%
China 0.76%
India 0.44%
Indonesia 0.06%
Kazakhstan 0.11%
Malaysia 0.08%
Philippines 0.02%
Thailand 0.09%
Unidentified Region 1.68%

Stock Sector Exposure

Cyclical
34.45%
Materials
8.00%
Consumer Discretionary
9.61%
Financials
15.52%
Real Estate
1.32%
Sensitive
48.37%
Communication Services
7.15%
Energy
7.39%
Industrials
11.76%
Information Technology
22.07%
Defensive
15.36%
Consumer Staples
4.01%
Health Care
9.10%
Utilities
2.26%
Not Classified
1.81%
Non Classified Equity
0.31%
Not Classified - Non Equity
1.50%
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