Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.69%
Stock 97.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

As of January 31, 2026
Large 70.82%
Mid 18.09%
Small 11.09%
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Region Exposure

% Developed Markets: 99.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.37%

Americas 61.77%
61.77%
Canada 7.01%
United States 54.76%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.05%
United Kingdom 12.95%
19.09%
Austria 1.58%
France 6.87%
Germany 4.15%
Ireland 0.72%
Italy 2.70%
Norway 0.81%
Switzerland 2.27%
0.00%
0.00%
Greater Asia 5.82%
Japan 1.55%
0.00%
4.26%
Hong Kong 0.70%
South Korea 1.67%
Taiwan 1.89%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
26.96%
Materials
2.06%
Consumer Discretionary
5.58%
Financials
16.40%
Real Estate
2.93%
Sensitive
41.78%
Communication Services
8.19%
Energy
4.50%
Industrials
8.37%
Information Technology
20.71%
Defensive
30.62%
Consumer Staples
9.49%
Health Care
12.88%
Utilities
8.25%
Not Classified
0.64%
Non Classified Equity
0.64%
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