Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.98%
Stock 64.50%
Bond 34.19%
Convertible 0.00%
Preferred 0.04%
Other 0.28%
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Market Capitalization

As of January 31, 2026
Large 81.56%
Mid 16.87%
Small 1.56%
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Region Exposure

% Developed Markets: 98.70%    % Emerging Markets: 1.22%    % Unidentified Markets: 0.08%

Americas 75.44%
74.58%
Canada 45.30%
United States 29.28%
0.87%
Argentina 0.00%
Brazil 0.10%
Chile 0.02%
Colombia 0.01%
Mexico 0.22%
Peru 0.01%
Venezuela 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.52%
United Kingdom 3.82%
10.89%
Austria 0.13%
Belgium 0.07%
Denmark 0.47%
Finland 0.29%
France 2.34%
Germany 1.83%
Greece 0.00%
Ireland 0.33%
Italy 0.44%
Netherlands 1.13%
Norway 0.35%
Portugal 0.00%
Spain 0.91%
Sweden 0.52%
Switzerland 1.98%
0.05%
Czech Republic 0.00%
Poland 0.02%
Russia 0.00%
Turkey 0.01%
0.77%
Egypt 0.00%
Israel 0.62%
Nigeria 0.00%
Qatar 0.01%
Saudi Arabia 0.04%
South Africa 0.06%
United Arab Emirates 0.02%
Greater Asia 8.96%
Japan 5.09%
1.37%
Australia 1.27%
1.89%
Hong Kong 0.72%
Singapore 0.60%
South Korea 0.25%
Taiwan 0.32%
0.61%
China 0.33%
India 0.21%
Indonesia 0.02%
Kazakhstan 0.00%
Malaysia 0.01%
Pakistan 0.00%
Philippines 0.01%
Thailand 0.01%
Unidentified Region 0.08%

Bond Credit Quality Exposure

AAA 13.24%
AA 13.72%
A 28.18%
BBB 31.71%
BB 1.79%
B 0.74%
Below B 0.06%
    CCC 0.06%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.32%
Not Available 10.23%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
36.19%
Materials
5.80%
Consumer Discretionary
6.73%
Financials
22.37%
Real Estate
1.30%
Sensitive
36.44%
Communication Services
5.02%
Energy
7.74%
Industrials
11.09%
Information Technology
12.58%
Defensive
13.80%
Consumer Staples
5.45%
Health Care
5.02%
Utilities
3.33%
Not Classified
13.57%
Non Classified Equity
1.57%
Not Classified - Non Equity
12.00%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 17.62%
Corporate 55.28%
Securitized 0.21%
Municipal 17.99%
Other 8.89%
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Bond Maturity Exposure

Short Term
1.10%
Less than 1 Year
1.10%
Intermediate
75.38%
1 to 3 Years
9.57%
3 to 5 Years
12.05%
5 to 10 Years
53.75%
Long Term
23.52%
10 to 20 Years
5.47%
20 to 30 Years
14.89%
Over 30 Years
3.16%
Other
0.00%
As of January 31, 2026
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