Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.55%
Stock 99.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of January 31, 2026
Large 54.65%
Mid 29.78%
Small 15.57%
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Region Exposure

% Developed Markets: 94.57%    % Emerging Markets: 5.38%    % Unidentified Markets: 0.05%

Americas 70.12%
65.47%
Canada 0.55%
United States 64.92%
4.64%
Brazil 0.92%
Mexico 2.13%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.78%
United Kingdom 4.87%
13.14%
Denmark 0.97%
France 2.55%
Ireland 1.42%
Italy 0.38%
Netherlands 1.89%
Portugal 0.53%
Spain 2.31%
Sweden 1.46%
Switzerland 1.63%
0.00%
1.77%
South Africa 1.16%
United Arab Emirates 0.61%
Greater Asia 10.05%
Japan 3.97%
0.89%
Australia 0.89%
4.02%
Singapore 0.69%
Taiwan 3.33%
1.17%
China 0.77%
Indonesia 0.40%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
25.94%
Materials
0.76%
Consumer Discretionary
13.83%
Financials
10.74%
Real Estate
0.61%
Sensitive
52.29%
Communication Services
5.29%
Energy
3.92%
Industrials
15.25%
Information Technology
27.83%
Defensive
21.77%
Consumer Staples
4.68%
Health Care
17.09%
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