Asset Allocation

As of January 31, 2026.
Type % Net
Cash 4.17%
Stock 29.04%
Bond 65.49%
Convertible 0.00%
Preferred 0.01%
Other 1.29%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 76.68%    % Emerging Markets: 22.23%    % Unidentified Markets: 1.09%

Americas 51.61%
45.01%
Canada 6.09%
United States 38.92%
6.60%
Argentina 0.50%
Brazil 1.16%
Chile 0.75%
Colombia 0.88%
Mexico 1.83%
Peru 0.65%
Venezuela 0.06%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.33%
United Kingdom 3.25%
16.08%
Austria 0.46%
Belgium 0.75%
Denmark 0.22%
Finland 0.36%
France 2.09%
Germany 2.08%
Greece 0.09%
Ireland 0.54%
Italy 3.59%
Netherlands 1.51%
Norway 0.16%
Portugal 0.21%
Spain 1.61%
Sweden 0.54%
Switzerland 1.12%
4.49%
Czech Republic 0.79%
Poland 1.26%
Russia 0.00%
Turkey 0.98%
2.51%
Israel 0.97%
Nigeria 0.01%
Saudi Arabia 0.24%
South Africa 1.01%
United Arab Emirates 0.07%
Greater Asia 20.97%
Japan 3.69%
1.04%
Australia 0.92%
6.14%
Hong Kong 0.32%
Singapore 2.28%
South Korea 2.68%
Taiwan 0.76%
10.10%
China 3.56%
India 1.55%
Indonesia 1.36%
Kazakhstan 0.01%
Malaysia 1.41%
Pakistan 0.01%
Philippines 0.84%
Thailand 1.19%
Unidentified Region 1.09%

Bond Credit Quality Exposure

AAA 6.71%
AA 28.40%
A 15.96%
BBB 13.91%
BB 7.79%
B 2.26%
Below B 0.32%
    CCC 0.29%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.02%
Not Available 24.64%
Short Term 0.00%
As of January 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
16.44%
Materials
0.80%
Consumer Discretionary
1.88%
Financials
13.33%
Real Estate
0.43%
Sensitive
7.96%
Communication Services
0.72%
Energy
1.56%
Industrials
2.99%
Information Technology
2.69%
Defensive
4.96%
Consumer Staples
1.75%
Health Care
1.86%
Utilities
1.35%
Not Classified
70.64%
Non Classified Equity
0.03%
Not Classified - Non Equity
70.61%
As of January 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 69.11%
Corporate 20.85%
Securitized 8.77%
Municipal 0.97%
Other 0.29%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.56%
Less than 1 Year
1.56%
Intermediate
71.24%
1 to 3 Years
31.64%
3 to 5 Years
16.79%
5 to 10 Years
22.82%
Long Term
27.04%
10 to 20 Years
10.28%
20 to 30 Years
15.67%
Over 30 Years
1.10%
Other
0.16%
As of January 31, 2026
View Bond Maturity Exposure
Start Trial