Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.44%
Stock 72.39%
Bond 25.92%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

As of January 31, 2026
Large 91.16%
Mid 6.66%
Small 2.17%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 94.72%
94.72%
United States 94.72%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.00%
United Kingdom 0.41%
3.59%
France 0.49%
Ireland 2.11%
Italy 0.25%
Switzerland 0.74%
0.00%
0.00%
Greater Asia 1.28%
Japan 0.00%
0.00%
1.28%
Taiwan 1.28%
0.00%
Unidentified Region 0.00%

Bond Credit Quality Exposure

AAA 2.99%
AA 26.64%
A 41.04%
BBB 29.34%
BB 0.00%
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 0.00%
Not Available 0.00%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
26.82%
Materials
2.31%
Consumer Discretionary
7.43%
Financials
14.04%
Real Estate
3.03%
Sensitive
56.16%
Communication Services
12.86%
Energy
4.21%
Industrials
5.75%
Information Technology
33.34%
Defensive
17.02%
Consumer Staples
5.79%
Health Care
9.73%
Utilities
1.50%
Not Classified
0.00%
Non Classified Equity
0.00%
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 12.01%
Corporate 87.99%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
14.80%
Less than 1 Year
14.80%
Intermediate
85.20%
1 to 3 Years
23.51%
3 to 5 Years
49.91%
5 to 10 Years
11.78%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of January 31, 2026
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