Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.58%
Stock 61.16%
Bond 37.19%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of January 31, 2026
Large 77.03%
Mid 10.52%
Small 12.45%
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Region Exposure

% Developed Markets: 98.18%    % Emerging Markets: 1.55%    % Unidentified Markets: 0.27%

Americas 82.42%
80.62%
Canada 7.55%
United States 73.07%
1.80%
Brazil 0.47%
Mexico 0.59%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.84%
United Kingdom 3.99%
6.86%
Austria 0.58%
Belgium 1.07%
Denmark 0.61%
Finland 0.00%
France 0.80%
Germany 0.66%
Ireland 0.13%
Italy 0.00%
Netherlands 1.61%
Norway 0.00%
Portugal 0.00%
Spain 0.71%
Sweden 0.01%
Switzerland 0.67%
0.00%
0.00%
Israel 0.00%
Greater Asia 6.47%
Japan 0.98%
0.25%
Australia 0.25%
4.87%
Hong Kong 0.54%
Singapore 0.81%
South Korea 1.99%
Taiwan 1.33%
0.36%
Indonesia 0.36%
Unidentified Region 0.27%

Bond Credit Quality Exposure

AAA 0.00%
AA 49.21%
A 5.52%
BBB 20.60%
BB 14.57%
B 7.37%
Below B 0.58%
    CCC 0.58%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 2.16%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
32.37%
Materials
3.28%
Consumer Discretionary
10.13%
Financials
17.40%
Real Estate
1.56%
Sensitive
48.84%
Communication Services
8.55%
Energy
1.39%
Industrials
12.05%
Information Technology
26.85%
Defensive
17.59%
Consumer Staples
4.71%
Health Care
10.01%
Utilities
2.86%
Not Classified
1.20%
Non Classified Equity
1.20%
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 49.25%
Corporate 50.06%
Securitized 0.00%
Municipal 0.00%
Other 0.69%
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Bond Maturity Exposure

Short Term
0.19%
Less than 1 Year
0.19%
Intermediate
77.58%
1 to 3 Years
22.66%
3 to 5 Years
27.73%
5 to 10 Years
27.19%
Long Term
22.24%
10 to 20 Years
7.30%
20 to 30 Years
13.63%
Over 30 Years
1.32%
Other
0.00%
As of January 31, 2026
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