Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.13%
Stock 86.83%
Bond 12.87%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of February 28, 2026
Large 43.79%
Mid 35.71%
Small 20.50%
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Region Exposure

% Developed Markets: 99.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.29%

Americas 97.54%
97.54%
Canada 0.17%
United States 97.37%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.93%
United Kingdom 0.00%
1.93%
Ireland 1.84%
Netherlands 0.09%
0.00%
0.00%
Greater Asia 0.24%
Japan 0.00%
0.00%
0.24%
Singapore 0.24%
0.00%
Unidentified Region 0.29%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.51%
A 0.00%
BBB 3.01%
BB 76.17%
B 19.57%
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 0.23%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
2.31%
Materials
0.64%
Consumer Discretionary
0.00%
Financials
1.65%
Real Estate
0.03%
Sensitive
81.24%
Communication Services
0.00%
Energy
18.16%
Industrials
29.24%
Information Technology
33.84%
Defensive
15.38%
Consumer Staples
0.00%
Health Care
8.75%
Utilities
6.63%
Not Classified
1.06%
Non Classified Equity
0.81%
Not Classified - Non Equity
0.26%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.72%
Corporate 99.27%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
0.57%
Less than 1 Year
0.57%
Intermediate
99.42%
1 to 3 Years
7.14%
3 to 5 Years
48.74%
5 to 10 Years
43.54%
Long Term
0.01%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.01%
Other
0.00%
As of February 28, 2026
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