Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.34%
Stock 93.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.48%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 80.63%
Mid 16.71%
Small 2.65%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 86.37%    % Emerging Markets: 5.28%    % Unidentified Markets: 8.35%

Americas 2.28%
2.28%
Canada 3.92%
United States -1.64%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.05%
United Kingdom 21.93%
39.12%
Denmark 1.32%
France 7.26%
Germany 6.30%
Ireland 5.39%
Netherlands 10.67%
Norway 1.91%
Portugal 1.48%
Sweden 1.37%
Switzerland 3.40%
0.00%
0.00%
Greater Asia 28.32%
Japan 11.53%
0.00%
11.51%
Hong Kong 4.50%
South Korea 3.44%
Taiwan 3.57%
5.28%
China 2.84%
India 2.44%
Unidentified Region 8.35%

Stock Sector Exposure

Cyclical
41.56%
Materials
8.22%
Consumer Discretionary
10.99%
Financials
22.35%
Real Estate
0.00%
Sensitive
36.41%
Communication Services
4.53%
Energy
7.05%
Industrials
13.40%
Information Technology
11.43%
Defensive
19.56%
Consumer Staples
4.85%
Health Care
9.46%
Utilities
5.25%
Not Classified
2.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.47%
As of January 31, 2026
View Region Exposure
Start Trial

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