Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.63%
Stock 86.62%
Bond 11.55%
Convertible 0.00%
Preferred 0.02%
Other 0.18%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 96.25%    % Emerging Markets: 2.98%    % Unidentified Markets: 0.77%

Americas 69.43%
68.47%
Canada 1.52%
United States 66.95%
0.96%
Brazil 0.22%
Chile 0.07%
Mexico 0.15%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.35%
United Kingdom 4.84%
13.96%
Denmark 0.41%
Finland 0.38%
France 2.49%
Germany 1.06%
Ireland 2.80%
Italy 0.81%
Netherlands 2.80%
Norway 0.26%
Portugal 0.08%
Spain 0.32%
Sweden 0.50%
Switzerland 2.02%
0.11%
Czech Republic 0.03%
Poland 0.09%
0.43%
Israel 0.00%
Saudi Arabia 0.12%
South Africa 0.17%
United Arab Emirates 0.14%
Greater Asia 10.44%
Japan 3.95%
1.13%
Australia 1.13%
3.24%
Hong Kong 0.40%
Singapore 0.40%
South Korea 1.08%
Taiwan 1.36%
2.12%
China 1.27%
India 0.63%
Indonesia 0.06%
Malaysia 0.04%
Philippines 0.04%
Thailand 0.07%
Unidentified Region 0.77%

Bond Credit Quality Exposure

AAA 4.21%
AA 35.57%
A 11.67%
BBB 16.12%
BB 14.89%
B 7.28%
Below B 1.83%
    CCC 1.82%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.02%
Not Available 8.44%
Short Term 0.00%
As of January 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
29.13%
Materials
2.08%
Consumer Discretionary
12.19%
Financials
13.41%
Real Estate
1.45%
Sensitive
40.75%
Communication Services
6.63%
Energy
0.60%
Industrials
12.20%
Information Technology
21.32%
Defensive
17.56%
Consumer Staples
4.38%
Health Care
10.02%
Utilities
3.15%
Not Classified
12.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
12.56%
As of January 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 27.63%
Corporate 55.98%
Securitized 14.51%
Municipal 0.00%
Other 1.87%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
6.11%
Less than 1 Year
6.11%
Intermediate
67.42%
1 to 3 Years
17.52%
3 to 5 Years
21.71%
5 to 10 Years
28.18%
Long Term
26.18%
10 to 20 Years
3.26%
20 to 30 Years
21.73%
Over 30 Years
1.19%
Other
0.29%
As of January 31, 2026
View Bond Maturity Exposure
Start Trial