Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.79%
Stock 38.70%
Bond 38.42%
Convertible 0.00%
Preferred 0.00%
Other 22.09%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 71.62%    % Emerging Markets: 0.11%    % Unidentified Markets: 28.27%

Americas 61.69%
61.58%
Canada 2.28%
United States 59.30%
0.11%
Brazil 0.11%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.43%
United Kingdom 1.09%
8.34%
Norway 0.07%
Switzerland 8.27%
0.00%
0.00%
Greater Asia 0.62%
Japan 0.00%
0.62%
Australia 0.62%
0.00%
0.00%
Unidentified Region 28.27%

Bond Credit Quality Exposure

AAA 20.62%
AA 23.08%
A 14.24%
BBB 35.45%
BB 0.43%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.42%
Not Available 5.75%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
31.08%
Materials
10.89%
Consumer Discretionary
1.92%
Financials
4.49%
Real Estate
13.79%
Sensitive
48.97%
Communication Services
4.50%
Energy
20.45%
Industrials
6.51%
Information Technology
17.51%
Defensive
4.00%
Consumer Staples
1.68%
Health Care
2.32%
Utilities
0.00%
Not Classified
15.95%
Non Classified Equity
15.95%
Not Classified - Non Equity
0.00%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 47.35%
Corporate 48.63%
Securitized 0.00%
Municipal 0.00%
Other 4.02%
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Bond Maturity Exposure

Short Term
22.35%
Less than 1 Year
22.35%
Intermediate
71.78%
1 to 3 Years
34.03%
3 to 5 Years
26.60%
5 to 10 Years
11.14%
Long Term
5.87%
10 to 20 Years
5.87%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of January 31, 2026
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