Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.42%
Stock 99.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
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Market Capitalization

As of January 31, 2026
Large 85.41%
Mid 14.02%
Small 0.56%
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Region Exposure

% Developed Markets: 97.87%    % Emerging Markets: 1.80%    % Unidentified Markets: 0.34%

Americas 0.42%
0.42%
Canada 0.42%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.71%
United Kingdom 20.93%
43.77%
Austria 2.91%
France 4.77%
Germany 8.06%
Italy 7.61%
Netherlands 4.01%
Sweden 2.18%
Switzerland 14.23%
0.00%
0.00%
Greater Asia 34.54%
Japan 20.05%
3.45%
Australia 3.45%
9.24%
Hong Kong 2.18%
Singapore 3.07%
South Korea 1.97%
Taiwan 2.03%
1.80%
China 1.80%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
37.97%
Materials
5.37%
Consumer Discretionary
4.29%
Financials
25.18%
Real Estate
3.13%
Sensitive
42.56%
Communication Services
4.95%
Energy
2.19%
Industrials
24.06%
Information Technology
11.36%
Defensive
19.46%
Consumer Staples
4.02%
Health Care
10.06%
Utilities
5.38%
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