Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.17%
Stock 94.11%
Bond 0.00%
Convertible 0.00%
Preferred 1.27%
Other 4.45%
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Market Capitalization

As of January 31, 2026
Large 80.75%
Mid 12.75%
Small 6.50%
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Region Exposure

% Developed Markets: 33.40%    % Emerging Markets: 62.80%    % Unidentified Markets: 3.80%

Americas 7.97%
0.51%
Canada 0.05%
United States 0.46%
7.46%
Brazil 4.33%
Chile 0.73%
Colombia 0.17%
Mexico 2.18%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.64%
United Kingdom 0.00%
1.78%
Belgium 0.04%
Greece 0.67%
Ireland 0.70%
Netherlands 0.05%
Switzerland 0.18%
1.68%
Czech Republic 0.15%
Poland 0.00%
Russia 0.00%
Turkey 1.01%
10.18%
Egypt 0.10%
Qatar 0.72%
Saudi Arabia 3.32%
South Africa 3.62%
United Arab Emirates 1.66%
Greater Asia 74.59%
Japan 0.00%
0.00%
27.91%
Hong Kong 4.62%
Singapore 0.39%
Taiwan 22.91%
46.68%
China 24.78%
India 16.96%
Indonesia 1.18%
Malaysia 1.80%
Philippines 0.46%
Thailand 1.50%
Unidentified Region 3.80%

Stock Sector Exposure

Cyclical
42.55%
Materials
8.14%
Consumer Discretionary
11.87%
Financials
20.36%
Real Estate
2.18%
Sensitive
43.44%
Communication Services
8.35%
Energy
3.99%
Industrials
7.22%
Information Technology
23.88%
Defensive
10.07%
Consumer Staples
3.66%
Health Care
3.70%
Utilities
2.71%
Not Classified
3.95%
Non Classified Equity
0.14%
Not Classified - Non Equity
3.81%
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