Asset Allocation

As of January 31, 2026.
Type % Net
Cash -1.01%
Stock 94.97%
Bond 2.73%
Convertible 0.00%
Preferred 0.00%
Other 3.31%
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Market Capitalization

As of January 31, 2026
Large 79.58%
Mid 16.36%
Small 4.07%
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Region Exposure

% Developed Markets: 93.57%    % Emerging Markets: 1.71%    % Unidentified Markets: 4.72%

Americas 37.70%
37.70%
United States 37.70%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.14%
United Kingdom 14.29%
30.86%
France 7.42%
Germany 8.21%
Ireland 3.99%
Netherlands 5.08%
Switzerland 6.15%
0.00%
0.00%
Greater Asia 12.43%
Japan 7.52%
0.00%
3.20%
Singapore 1.66%
South Korea 1.54%
1.71%
China 1.71%
Unidentified Region 4.72%

Stock Sector Exposure

Cyclical
33.11%
Materials
5.39%
Consumer Discretionary
7.20%
Financials
19.75%
Real Estate
0.77%
Sensitive
36.14%
Communication Services
11.44%
Energy
6.81%
Industrials
11.14%
Information Technology
6.75%
Defensive
27.34%
Consumer Staples
8.86%
Health Care
17.13%
Utilities
1.35%
Not Classified
3.41%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.41%
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