Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.16%
Stock 79.67%
Bond 16.59%
Convertible 0.00%
Preferred 0.16%
Other 3.74%
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Market Capitalization

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

% Developed Markets: 89.91%    % Emerging Markets: 4.43%    % Unidentified Markets: 5.66%

Americas 66.83%
65.37%
Canada 2.49%
United States 62.88%
1.46%
Brazil 0.45%
Chile 0.07%
Colombia 0.03%
Mexico 0.28%
Peru 0.03%
Venezuela 0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.85%
United Kingdom 3.24%
10.48%
Austria 0.06%
Belgium 0.18%
Denmark 0.40%
Finland 0.18%
France 1.58%
Germany 1.68%
Greece 0.06%
Ireland 1.02%
Italy 0.57%
Netherlands 1.19%
Norway 0.16%
Portugal 0.03%
Spain 0.65%
Sweden 0.64%
Switzerland 1.87%
0.26%
Czech Republic 0.01%
Poland 0.15%
Turkey 0.04%
0.87%
Egypt 0.01%
Israel 0.28%
Qatar 0.04%
Saudi Arabia 0.11%
South Africa 0.25%
United Arab Emirates 0.14%
Greater Asia 12.66%
Japan 4.31%
1.17%
Australia 1.12%
4.39%
Hong Kong 0.70%
Singapore 0.45%
South Korea 1.94%
Taiwan 1.29%
2.80%
China 1.45%
India 0.97%
Indonesia 0.12%
Malaysia 0.08%
Philippines 0.02%
Thailand 0.15%
Unidentified Region 5.66%

Bond Credit Quality Exposure

AAA 7.58%
AA 43.09%
A 9.35%
BBB 10.72%
BB 9.29%
B 4.63%
Below B 0.96%
    CCC 0.94%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.56%
Not Available 12.82%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
26.89%
Materials
2.96%
Consumer Discretionary
8.26%
Financials
13.90%
Real Estate
1.78%
Sensitive
40.54%
Communication Services
6.58%
Energy
2.81%
Industrials
9.66%
Information Technology
21.49%
Defensive
13.68%
Consumer Staples
4.04%
Health Care
7.57%
Utilities
2.07%
Not Classified
18.89%
Non Classified Equity
0.15%
Not Classified - Non Equity
18.74%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 33.44%
Corporate 32.95%
Securitized 32.55%
Municipal 0.08%
Other 0.98%
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Bond Maturity Exposure

Short Term
1.29%
Less than 1 Year
1.29%
Intermediate
40.00%
1 to 3 Years
9.68%
3 to 5 Years
12.10%
5 to 10 Years
18.22%
Long Term
57.54%
10 to 20 Years
23.52%
20 to 30 Years
31.19%
Over 30 Years
2.84%
Other
1.16%
As of January 31, 2026
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