Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.84%
Stock 75.77%
Bond 5.30%
Convertible 0.00%
Preferred 0.31%
Other 14.76%
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Market Capitalization

As of January 31, 2026
Large 55.70%
Mid 23.36%
Small 20.94%
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Region Exposure

% Developed Markets: 86.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 13.80%

Americas 82.41%
82.41%
Canada 3.19%
United States 79.21%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.79%
United Kingdom 1.76%
2.03%
Ireland 1.69%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 13.80%

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
26.22%
Materials
8.39%
Consumer Discretionary
1.53%
Financials
11.44%
Real Estate
4.85%
Sensitive
47.69%
Communication Services
16.25%
Energy
9.41%
Industrials
9.51%
Information Technology
12.52%
Defensive
25.07%
Consumer Staples
5.77%
Health Care
19.30%
Utilities
0.00%
Not Classified
1.02%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.83%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 79.03%
Corporate 20.31%
Securitized 0.00%
Municipal 0.00%
Other 0.66%
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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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