Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.44%
Stock 90.98%
Bond 6.49%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of January 31, 2026
Large 34.30%
Mid 43.13%
Small 22.57%
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Region Exposure

% Developed Markets: 96.76%    % Emerging Markets: 3.03%    % Unidentified Markets: 0.21%

Americas 67.92%
65.72%
Canada 6.86%
United States 58.86%
2.20%
Brazil 0.71%
Mexico 1.15%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.60%
United Kingdom 7.32%
12.27%
Belgium 1.09%
Finland 0.39%
France 5.74%
Germany 0.32%
Ireland 0.03%
Italy 1.37%
Netherlands 0.62%
Spain 2.08%
Sweden 0.60%
0.00%
0.00%
Greater Asia 12.27%
Japan 4.64%
2.62%
Australia 2.62%
3.88%
Hong Kong 2.04%
Singapore 1.84%
1.14%
Thailand 1.14%
Unidentified Region 0.21%

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
45.83%
Materials
0.00%
Consumer Discretionary
0.19%
Financials
0.00%
Real Estate
45.64%
Sensitive
27.75%
Communication Services
1.68%
Energy
16.49%
Industrials
9.59%
Information Technology
0.00%
Defensive
24.24%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
24.24%
Not Classified
2.18%
Non Classified Equity
2.18%
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 0.00%
Corporate 97.81%
Securitized 0.00%
Municipal 0.00%
Other 2.19%
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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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