Asset Allocation

As of January 31, 2026.
Type % Net
Cash 5.88%
Stock 94.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 1.73%
Mid 18.18%
Small 80.09%
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Region Exposure

% Developed Markets: 96.62%    % Emerging Markets: 3.38%    % Unidentified Markets: 0.00%

Americas 58.08%
58.08%
Canada 10.13%
United States 47.95%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.13%
United Kingdom 10.24%
12.25%
France 4.24%
Germany 1.40%
Italy 2.27%
Netherlands 1.01%
Sweden 0.98%
Switzerland 2.35%
1.63%
Poland 0.96%
0.00%
Greater Asia 17.79%
Japan 10.85%
2.26%
Australia 2.26%
3.13%
Singapore 1.71%
South Korea 1.43%
1.55%
India 1.55%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
25.66%
Materials
7.04%
Consumer Discretionary
7.49%
Financials
7.28%
Real Estate
3.86%
Sensitive
67.82%
Communication Services
4.23%
Energy
1.96%
Industrials
42.35%
Information Technology
19.27%
Defensive
6.52%
Consumer Staples
2.40%
Health Care
4.12%
Utilities
0.00%
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