Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.12%
Stock 72.00%
Bond 25.64%
Convertible 0.00%
Preferred 1.93%
Other 0.30%
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Market Capitalization

As of January 31, 2026
Large 46.28%
Mid 18.68%
Small 35.04%
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Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.53%

Americas 90.22%
90.22%
United States 90.22%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.03%
United Kingdom 0.00%
5.03%
Ireland 2.20%
Switzerland 2.83%
0.00%
0.00%
Greater Asia 4.22%
Japan 4.22%
0.00%
0.00%
0.00%
Unidentified Region 0.53%

Bond Credit Quality Exposure

AAA 0.00%
AA 6.08%
A 42.70%
BBB 38.57%
BB 9.67%
B 2.78%
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 0.19%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
38.51%
Materials
5.76%
Consumer Discretionary
14.40%
Financials
18.35%
Real Estate
0.00%
Sensitive
29.70%
Communication Services
2.69%
Energy
8.36%
Industrials
7.29%
Information Technology
11.35%
Defensive
29.61%
Consumer Staples
8.01%
Health Care
21.60%
Utilities
0.00%
Not Classified
2.18%
Non Classified Equity
1.70%
Not Classified - Non Equity
0.48%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 0.48%
Corporate 99.52%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
15.73%
Less than 1 Year
15.73%
Intermediate
84.27%
1 to 3 Years
40.77%
3 to 5 Years
26.65%
5 to 10 Years
16.85%
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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