Asset Allocation

As of January 31, 2026.
Type % Net
Cash 11.06%
Stock 88.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 82.78%
Mid 17.03%
Small 0.20%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 11.02%
11.02%
Canada 10.92%
United States 0.09%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.29%
United Kingdom 15.41%
48.18%
Denmark 2.26%
Finland 0.83%
France 8.88%
Germany 8.58%
Italy 3.78%
Netherlands 6.28%
Norway 0.62%
Portugal 0.11%
Spain 4.31%
Sweden 2.66%
Switzerland 9.86%
0.00%
0.70%
Israel 0.70%
Greater Asia 24.70%
Japan 18.40%
3.71%
Australia 3.71%
2.59%
Hong Kong 1.31%
Singapore 1.28%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
38.76%
Materials
4.86%
Consumer Discretionary
8.72%
Financials
24.09%
Real Estate
1.10%
Sensitive
37.15%
Communication Services
4.13%
Energy
3.49%
Industrials
19.07%
Information Technology
10.46%
Defensive
23.73%
Consumer Staples
7.81%
Health Care
12.23%
Utilities
3.69%
Not Classified
0.36%
Non Classified Equity
0.36%
Not Classified - Non Equity
0.00%
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