Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.56%
Stock 16.54%
Bond 79.57%
Convertible 0.00%
Preferred 0.11%
Other 1.23%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.59%    % Emerging Markets: 1.29%    % Unidentified Markets: 2.12%

Americas 85.84%
83.83%
Canada 1.66%
United States 82.17%
2.01%
Brazil 0.25%
Chile 0.14%
Colombia 0.08%
Mexico 0.45%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.06%
United Kingdom 4.54%
6.31%
Denmark 0.15%
Finland 0.09%
France 0.82%
Germany 0.11%
Ireland 3.21%
Netherlands 0.39%
Spain 0.23%
Sweden 0.06%
Switzerland 0.29%
0.00%
0.21%
Saudi Arabia 0.21%
Greater Asia 0.97%
Japan 0.52%
0.30%
Australia 0.30%
0.16%
Hong Kong 0.16%
0.00%
Unidentified Region 2.12%

Bond Credit Quality Exposure

AAA 5.65%
AA 5.92%
A 22.26%
BBB 44.14%
BB 10.51%
B 8.39%
Below B 1.83%
    CCC 1.56%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.27%
Not Rated 0.00%
Not Available 1.30%
Short Term 0.00%
As of January 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
5.59%
Materials
1.17%
Consumer Discretionary
0.24%
Financials
3.97%
Real Estate
0.20%
Sensitive
4.85%
Communication Services
0.32%
Energy
1.57%
Industrials
2.08%
Information Technology
0.89%
Defensive
6.73%
Consumer Staples
2.84%
Health Care
2.85%
Utilities
1.03%
Not Classified
82.84%
Non Classified Equity
0.00%
Not Classified - Non Equity
82.83%
As of January 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 3.90%
Corporate 82.89%
Securitized 5.67%
Municipal 0.54%
Other 6.99%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.85%
Less than 1 Year
0.85%
Intermediate
66.88%
1 to 3 Years
13.08%
3 to 5 Years
19.38%
5 to 10 Years
34.42%
Long Term
32.08%
10 to 20 Years
19.02%
20 to 30 Years
11.04%
Over 30 Years
2.02%
Other
0.19%
As of January 31, 2026
View Bond Maturity Exposure
Start Trial