Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.38%
Stock 90.33%
Bond 6.94%
Convertible 1.33%
Preferred 0.01%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 91.06%
Mid 6.55%
Small 2.39%
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Region Exposure

% Developed Markets: 57.73%    % Emerging Markets: 42.24%    % Unidentified Markets: 0.03%

Americas 2.21%
2.21%
Canada 1.38%
United States 0.83%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.15%
United Kingdom 2.15%
0.00%
0.00%
0.00%
Greater Asia 95.60%
Japan 0.00%
0.00%
55.51%
Hong Kong 11.07%
Singapore 8.39%
South Korea 21.37%
Taiwan 14.69%
40.09%
China 26.45%
India 10.34%
Indonesia 1.29%
Malaysia 1.17%
Philippines 0.84%
Unidentified Region 0.03%

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
48.21%
Materials
0.82%
Consumer Discretionary
13.74%
Financials
31.60%
Real Estate
2.05%
Sensitive
47.64%
Communication Services
12.81%
Energy
1.03%
Industrials
6.96%
Information Technology
26.84%
Defensive
4.11%
Consumer Staples
1.99%
Health Care
1.28%
Utilities
0.85%
Not Classified
0.04%
Non Classified Equity
0.04%
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 16.13%
Securitized 0.00%
Municipal 0.00%
Other 83.87%
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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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