Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.72%
Stock 97.06%
Bond 0.69%
Convertible 0.00%
Preferred 0.00%
Other 1.54%
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Market Capitalization

As of January 31, 2026
Large 84.81%
Mid 15.02%
Small 0.17%
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Region Exposure

% Developed Markets: 90.60%    % Emerging Markets: 9.38%    % Unidentified Markets: 0.02%

Americas 8.58%
6.88%
Canada 4.33%
United States 2.56%
1.70%
Brazil 1.70%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.53%
United Kingdom 13.48%
32.03%
Austria 2.26%
Denmark 1.44%
France 2.63%
Germany 2.32%
Greece 2.11%
Ireland 2.59%
Italy 3.56%
Netherlands 5.23%
Norway 0.52%
Portugal 0.45%
Spain 4.02%
Sweden 1.10%
Switzerland 3.80%
0.01%
Poland 0.01%
0.01%
Israel 0.01%
Greater Asia 45.87%
Japan 15.79%
0.96%
Australia 0.96%
21.45%
Hong Kong 1.38%
Singapore 0.54%
South Korea 10.30%
Taiwan 9.23%
7.67%
China 6.56%
India 1.11%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
38.83%
Materials
5.06%
Consumer Discretionary
5.66%
Financials
26.92%
Real Estate
1.19%
Sensitive
46.10%
Communication Services
5.64%
Energy
4.18%
Industrials
20.19%
Information Technology
16.08%
Defensive
13.92%
Consumer Staples
3.35%
Health Care
8.59%
Utilities
1.98%
Not Classified
1.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.16%
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