Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.07%
Stock 86.31%
Bond 13.36%
Convertible 0.00%
Preferred 0.00%
Other 0.26%
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Market Capitalization

As of January 31, 2026
Large 44.18%
Mid 34.30%
Small 21.53%
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Region Exposure

% Developed Markets: 99.67%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.33%

Americas 97.62%
97.62%
Canada 0.17%
United States 97.45%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.80%
United Kingdom 0.00%
1.80%
Ireland 1.71%
Netherlands 0.09%
0.00%
0.00%
Greater Asia 0.25%
Japan 0.00%
0.00%
0.25%
Singapore 0.25%
0.00%
Unidentified Region 0.33%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.31%
A 0.00%
BBB 3.04%
BB 76.45%
B 19.50%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.51%
Not Available 0.20%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
2.32%
Materials
0.50%
Consumer Discretionary
0.00%
Financials
1.82%
Real Estate
0.00%
Sensitive
81.98%
Communication Services
0.00%
Energy
16.78%
Industrials
27.73%
Information Technology
37.47%
Defensive
15.15%
Consumer Staples
0.00%
Health Care
9.32%
Utilities
5.82%
Not Classified
0.55%
Non Classified Equity
0.39%
Not Classified - Non Equity
0.16%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 0.49%
Corporate 99.50%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
0.40%
Less than 1 Year
0.40%
Intermediate
99.59%
1 to 3 Years
4.10%
3 to 5 Years
41.76%
5 to 10 Years
53.73%
Long Term
0.01%
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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