Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.59%
Stock 98.47%
Bond 0.60%
Convertible 0.00%
Preferred 0.01%
Other 0.34%
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Market Capitalization

As of January 31, 2026
Large 76.41%
Mid 17.52%
Small 6.08%
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Region Exposure

% Developed Markets: 96.13%    % Emerging Markets: 3.04%    % Unidentified Markets: 0.83%

Americas 5.43%
4.84%
Canada 2.08%
United States 2.76%
0.59%
Brazil 0.59%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.88%
United Kingdom 20.08%
42.36%
Austria 0.00%
Belgium 0.20%
Denmark 0.01%
Finland 0.48%
France 11.50%
Germany 5.97%
Greece 1.22%
Ireland 1.59%
Italy 2.89%
Netherlands 5.72%
Norway 1.32%
Portugal 0.00%
Spain 5.95%
Sweden 0.03%
Switzerland 5.46%
0.53%
Poland 0.53%
1.91%
Israel 0.85%
South Africa 0.29%
United Arab Emirates 0.77%
Greater Asia 28.86%
Japan 18.84%
2.10%
Australia 2.10%
6.78%
Hong Kong 2.44%
Singapore 3.27%
South Korea 0.29%
Taiwan 0.77%
1.15%
China 0.89%
Kazakhstan 0.26%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
48.56%
Materials
5.45%
Consumer Discretionary
7.57%
Financials
34.11%
Real Estate
1.42%
Sensitive
26.93%
Communication Services
2.85%
Energy
8.53%
Industrials
10.26%
Information Technology
5.30%
Defensive
22.09%
Consumer Staples
8.67%
Health Care
7.79%
Utilities
5.64%
Not Classified
2.42%
Non Classified Equity
1.23%
Not Classified - Non Equity
1.19%
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