Sector Weight
| Sector Weights | Equity % | Relative to Category |
| Basic Materials | 2.72 % | 3.42 % |
| Consumer Cyclicals | 10.16 % | 7.12 % |
| Financial Services | 19.32 % | 19.85 % |
| Real Estate | 1.93 % | 3.23 % |
| Communication Services | 10.49 % | 5.68 % |
| Energy | 6.49 % | 7.49 % |
| Industrials | 9.11 % | 11.75 % |
| Technology | 17.88 % | 12.85 % |
| Consumer Defensive | 8.05 % | 8.44 % |
| Healthcare | 10.35 % | 14.77 % |
| Utilities | 3.49 % | 5.39 % |
World Regions
| World Regions | Equity % | Relative to Category |
| North America | 99.04 % | 95.17 % |
| United Kingdom | 0.21 % | 1.56 % |
| Europe Developed | 0.49 % | 2.38 % |
| Europe Emerging | 0.00 % | 0.00 % |
| Africa/Middle East | 0.05 % | 0.05 % |
| Japan | 0.00 % | 0.14 % |
| Australasia | 0.00 % | 0.02 % |
| Asia Developed | 0.08 % | 0.53 % |
| Asia Emerging | 0.03 % | 0.10 % |
| Latin America | 0.11 % | 0.06 % |