Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.03%
Stock 95.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 87.18%
Mid 8.18%
Small 4.63%
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Region Exposure

% Developed Markets: 93.81%    % Emerging Markets: 4.05%    % Unidentified Markets: 2.15%

Americas 45.03%
45.03%
Canada 3.15%
United States 41.88%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.11%
United Kingdom 10.43%
23.67%
France 6.32%
Germany 3.55%
Ireland 4.55%
Netherlands 8.27%
Switzerland 0.98%
0.00%
0.00%
Greater Asia 18.71%
Japan 7.04%
0.00%
7.63%
Hong Kong 1.22%
South Korea 2.99%
Taiwan 3.41%
4.05%
China 2.56%
India 1.48%
Unidentified Region 2.15%

Stock Sector Exposure

Cyclical
28.40%
Materials
4.62%
Consumer Discretionary
8.05%
Financials
15.73%
Real Estate
0.00%
Sensitive
54.68%
Communication Services
8.98%
Energy
2.09%
Industrials
19.88%
Information Technology
23.73%
Defensive
16.91%
Consumer Staples
2.08%
Health Care
12.61%
Utilities
2.22%
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