Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 95.52%
Bond 0.00%
Convertible 0.00%
Preferred 2.53%
Other 1.94%
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Market Capitalization

As of January 31, 2026
Large 92.92%
Mid 7.08%
Small 0.00%
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Region Exposure

% Developed Markets: 84.74%    % Emerging Markets: 13.32%    % Unidentified Markets: 1.94%

Americas 13.85%
8.87%
Canada 5.77%
United States 3.10%
4.98%
Mexico 3.07%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.46%
United Kingdom 15.24%
38.22%
France 5.66%
Germany 6.39%
Ireland 11.95%
Netherlands 8.29%
Switzerland 5.93%
0.00%
0.00%
Greater Asia 30.75%
Japan 5.80%
0.00%
16.61%
Hong Kong 8.29%
Singapore 2.88%
Taiwan 5.45%
8.33%
China 2.18%
India 6.16%
Unidentified Region 1.94%

Stock Sector Exposure

Cyclical
32.86%
Materials
2.59%
Consumer Discretionary
13.48%
Financials
16.80%
Real Estate
0.00%
Sensitive
40.53%
Communication Services
4.59%
Energy
0.00%
Industrials
13.50%
Information Technology
22.45%
Defensive
26.61%
Consumer Staples
9.43%
Health Care
17.18%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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