Asset Allocation

As of January 31, 2026.
Type % Net
Cash 6.73%
Stock 91.34%
Bond 5.13%
Convertible 0.00%
Preferred 0.00%
Other -3.20%
View Asset Allocation
Start Trial

Market Capitalization

As of January 31, 2026
Large 76.22%
Mid 18.34%
Small 5.44%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.29%    % Emerging Markets: 9.37%    % Unidentified Markets: 2.34%

Americas 37.44%
28.91%
Canada 18.59%
United States 10.32%
8.53%
Brazil 6.56%
Mexico 1.97%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.17%
United Kingdom 12.10%
32.07%
Denmark 1.42%
Finland 1.50%
France 7.33%
Germany 3.23%
Ireland 2.10%
Italy 2.45%
Netherlands 1.47%
Norway 4.46%
Spain 4.47%
Sweden 0.65%
Switzerland 2.99%
0.00%
0.00%
Greater Asia 16.05%
Japan 0.00%
5.79%
Australia 5.16%
9.41%
Hong Kong 1.47%
Singapore 4.06%
South Korea 3.89%
0.84%
Indonesia 0.84%
Unidentified Region 2.34%

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
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
34.96%
Materials
21.83%
Consumer Discretionary
3.05%
Financials
7.64%
Real Estate
2.44%
Sensitive
24.09%
Communication Services
11.09%
Energy
7.46%
Industrials
0.00%
Information Technology
5.54%
Defensive
29.45%
Consumer Staples
8.66%
Health Care
9.08%
Utilities
11.71%
Not Classified
11.50%
Non Classified Equity
0.00%
Not Classified - Non Equity
11.50%
As of January 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

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
View Bond Maturity Exposure
Start Trial