Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.16%
Stock 81.53%
Bond 22.34%
Convertible 0.00%
Preferred 0.00%
Other -7.03%
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Market Capitalization

As of January 31, 2026
Large 57.76%
Mid 39.27%
Small 2.97%
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Region Exposure

% Developed Markets: 84.35%    % Emerging Markets: 0.00%    % Unidentified Markets: 15.65%

Americas 12.21%
12.21%
Canada 9.40%
United States 2.82%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.41%
United Kingdom 5.47%
44.50%
Austria 1.00%
Denmark 2.96%
Finland 2.29%
France 4.11%
Germany 7.76%
Ireland 1.94%
Italy 0.97%
Netherlands 5.02%
Norway 3.57%
Spain 3.98%
Sweden 4.10%
Switzerland 6.80%
0.00%
2.43%
Israel 2.43%
Greater Asia 19.73%
Japan 18.63%
0.00%
1.09%
Singapore 1.09%
0.00%
Unidentified Region 15.65%

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
21.95%
Materials
4.74%
Consumer Discretionary
13.07%
Financials
4.15%
Real Estate
0.00%
Sensitive
56.04%
Communication Services
10.13%
Energy
9.78%
Industrials
24.60%
Information Technology
11.53%
Defensive
18.10%
Consumer Staples
3.65%
Health Care
11.96%
Utilities
2.49%
Not Classified
3.91%
Non Classified Equity
1.64%
Not Classified - Non Equity
2.26%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 3.44%
Corporate 0.04%
Securitized 0.00%
Municipal 0.00%
Other 96.52%
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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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