Asset Allocation

As of January 31, 2026.
Type % Net
Cash 5.13%
Stock 94.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of January 31, 2026
Large 85.56%
Mid 14.15%
Small 0.29%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.38%    % Unidentified Markets: -0.03%

Americas 5.21%
5.09%
Canada 5.06%
United States 0.03%
0.12%
Mexico 0.12%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.12%
United Kingdom 13.74%
51.03%
Austria 0.21%
Belgium 0.34%
Denmark 1.11%
Finland 1.07%
France 10.47%
Germany 7.97%
Ireland 1.10%
Italy 3.96%
Netherlands 4.94%
Norway 0.83%
Spain 4.58%
Sweden 2.87%
Switzerland 11.58%
0.00%
0.34%
Israel 0.34%
Greater Asia 29.71%
Japan 19.74%
5.37%
Australia 5.07%
4.33%
Hong Kong 3.06%
Singapore 1.27%
0.27%
China 0.27%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
40.74%
Materials
4.97%
Consumer Discretionary
7.97%
Financials
25.29%
Real Estate
2.50%
Sensitive
35.11%
Communication Services
3.73%
Energy
2.68%
Industrials
19.44%
Information Technology
9.27%
Defensive
24.01%
Consumer Staples
7.35%
Health Care
11.84%
Utilities
4.83%
Not Classified
0.13%
Non Classified Equity
0.13%
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