Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.48%
Stock 76.04%
Bond 23.49%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of January 31, 2026
Large 77.13%
Mid 14.89%
Small 7.98%
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Region Exposure

% Developed Markets: 99.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.48%

Americas 96.13%
96.13%
United States 96.13%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.39%
United Kingdom 0.00%
3.39%
Ireland 2.34%
Switzerland 1.05%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.48%

Bond Credit Quality Exposure

AAA 0.00%
AA 88.03%
A 6.19%
BBB 5.33%
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 0.44%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
28.00%
Materials
2.02%
Consumer Discretionary
9.03%
Financials
16.95%
Real Estate
0.00%
Sensitive
52.04%
Communication Services
12.27%
Energy
4.18%
Industrials
8.57%
Information Technology
27.02%
Defensive
19.41%
Consumer Staples
5.97%
Health Care
11.29%
Utilities
2.15%
Not Classified
0.55%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.55%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 84.86%
Corporate 14.72%
Securitized 0.00%
Municipal 0.00%
Other 0.43%
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Bond Maturity Exposure

Short Term
12.26%
Less than 1 Year
12.26%
Intermediate
68.95%
1 to 3 Years
14.90%
3 to 5 Years
12.02%
5 to 10 Years
42.03%
Long Term
18.79%
10 to 20 Years
18.79%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of January 31, 2026
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