Asset Allocation

As of January 31, 2025.
Type % Net
Cash 2.21%
Stock 42.60%
Bond 39.44%
Convertible 0.00%
Preferred 0.00%
Other 15.75%
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Market Capitalization

As of January 31, 2025
Large 62.21%
Mid 21.79%
Small 16.00%
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Region Exposure

% Developed Markets: 84.37%    % Emerging Markets: 1.56%    % Unidentified Markets: 14.06%

Americas 52.68%
49.62%
Canada 2.45%
United States 47.17%
3.06%
As of January 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.76%
United Kingdom 6.11%
18.63%
Denmark 0.29%
Finland 0.26%
France 2.50%
Germany 0.71%
Greece 1.23%
Ireland 3.23%
Italy 1.53%
Netherlands 6.86%
Norway 0.17%
Spain 0.29%
Switzerland 1.55%
0.60%
Czech Republic 0.10%
Turkey 0.42%
0.43%
Egypt 0.26%
South Africa 0.18%
Greater Asia 7.50%
Japan 1.63%
0.00%
5.38%
Hong Kong 0.10%
Singapore 0.48%
South Korea 4.81%
0.49%
Indonesia 0.23%
Philippines 0.24%
Unidentified Region 14.06%

Bond Credit Quality Exposure

AAA 3.34%
AA 3.67%
A 0.93%
BBB 4.36%
BB 8.78%
B 3.30%
Below B 0.58%
    CCC 0.58%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.35%
Not Available 71.67%
Short Term 0.00%
As of January 31, 2025
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Stock Sector Exposure

Cyclical
45.28%
Materials
8.30%
Consumer Discretionary
6.71%
Financials
29.71%
Real Estate
0.55%
Sensitive
31.62%
Communication Services
2.20%
Energy
10.78%
Industrials
4.52%
Information Technology
14.12%
Defensive
20.93%
Consumer Staples
1.02%
Health Care
13.70%
Utilities
6.21%
Not Classified
2.17%
Non Classified Equity
0.75%
Not Classified - Non Equity
1.42%
As of July 31, 2024
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Bond Sector Exposure

As of January 31, 2025
Type % Net
Government 6.63%
Corporate 36.94%
Securitized 41.93%
Municipal 0.00%
Other 14.50%
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Bond Maturity Exposure

Short Term
27.09%
Less than 1 Year
27.09%
Intermediate
23.27%
1 to 3 Years
7.36%
3 to 5 Years
4.73%
5 to 10 Years
11.18%
Long Term
44.71%
10 to 20 Years
5.01%
20 to 30 Years
36.24%
Over 30 Years
3.45%
Other
4.93%
As of January 31, 2025
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