Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.15%
Stock 87.67%
Bond 10.37%
Convertible 0.00%
Preferred 0.00%
Other 2.10%
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Market Capitalization

As of January 31, 2026
Large 73.61%
Mid 17.51%
Small 8.88%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.05%

Americas 99.55%
97.46%
Canada 88.31%
United States 9.15%
2.09%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.35%
United Kingdom 0.03%
0.32%
France 0.06%
Germany 0.03%
Ireland 0.22%
Netherlands 0.01%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.03%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.05%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
61.37%
Materials
20.42%
Consumer Discretionary
3.66%
Financials
34.39%
Real Estate
2.91%
Sensitive
27.70%
Communication Services
0.61%
Energy
11.27%
Industrials
12.34%
Information Technology
3.48%
Defensive
8.54%
Consumer Staples
3.82%
Health Care
1.08%
Utilities
3.65%
Not Classified
2.38%
Non Classified Equity
2.38%
Not Classified - Non Equity
0.00%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 46.10%
Corporate 48.80%
Securitized 0.00%
Municipal 0.00%
Other 5.10%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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