Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.91%
Stock 96.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.24%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 80.05%
Mid 15.79%
Small 4.16%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 82.62%    % Emerging Markets: 15.66%    % Unidentified Markets: 1.72%

Americas 8.12%
3.52%
Canada 3.52%
United States -0.00%
4.61%
Brazil 2.85%
Mexico 0.49%
Peru 0.26%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.37%
United Kingdom 12.75%
34.14%
Austria 1.34%
Belgium 0.99%
Denmark 1.33%
Finland 0.62%
France 3.63%
Germany 5.20%
Greece 0.62%
Ireland 1.24%
Italy 4.20%
Netherlands 5.93%
Norway 0.44%
Spain 2.87%
Sweden 1.43%
Switzerland 3.80%
0.00%
3.47%
South Africa 2.31%
United Arab Emirates 1.16%
Greater Asia 39.78%
Japan 12.63%
0.90%
Australia 0.90%
17.47%
Hong Kong 3.53%
Singapore 0.30%
South Korea 5.68%
Taiwan 7.95%
8.78%
China 3.60%
India 5.18%
Unidentified Region 1.72%

Stock Sector Exposure

Cyclical
37.35%
Materials
4.57%
Consumer Discretionary
8.68%
Financials
23.22%
Real Estate
0.89%
Sensitive
48.35%
Communication Services
5.90%
Energy
1.05%
Industrials
19.27%
Information Technology
22.13%
Defensive
14.30%
Consumer Staples
1.72%
Health Care
9.83%
Utilities
2.74%
Not Classified
0.00%
Non Classified Equity
0.00%
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