Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.94%
Stock 91.16%
Bond 6.41%
Convertible 0.00%
Preferred 0.11%
Other 1.38%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.43%    % Emerging Markets: 5.46%    % Unidentified Markets: 1.11%

Americas 64.97%
63.38%
Canada 2.47%
United States 60.91%
1.59%
Argentina 0.01%
Brazil 0.53%
Chile 0.07%
Colombia 0.03%
Mexico 0.22%
Peru 0.10%
Venezuela 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.18%
United Kingdom 4.76%
14.36%
Austria 0.15%
Belgium 0.23%
Denmark 0.70%
Finland 0.17%
France 2.79%
Germany 2.41%
Greece 0.08%
Ireland 1.57%
Italy 0.62%
Netherlands 1.86%
Norway 0.12%
Portugal 0.03%
Spain 0.81%
Sweden 0.46%
Switzerland 1.91%
0.26%
Czech Republic 0.01%
Poland 0.07%
Russia 0.03%
Turkey 0.07%
0.80%
Egypt 0.01%
Israel 0.25%
Nigeria 0.01%
Qatar 0.00%
Saudi Arabia 0.09%
South Africa 0.26%
United Arab Emirates 0.12%
Greater Asia 13.74%
Japan 4.30%
1.29%
Australia 1.25%
4.47%
Hong Kong 0.82%
Singapore 0.41%
South Korea 1.56%
Taiwan 1.67%
3.68%
China 1.85%
India 1.26%
Indonesia 0.23%
Kazakhstan 0.11%
Malaysia 0.06%
Pakistan 0.01%
Philippines 0.09%
Thailand 0.06%
Unidentified Region 1.11%

Bond Credit Quality Exposure

AAA 3.71%
AA 30.60%
A 17.32%
BBB 18.53%
BB 9.73%
B 5.54%
Below B 2.17%
    CCC 1.97%
    CC 0.02%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.14%
Not Rated 0.11%
Not Available 12.27%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
34.41%
Materials
4.37%
Consumer Discretionary
11.10%
Financials
15.26%
Real Estate
3.69%
Sensitive
41.15%
Communication Services
7.65%
Energy
3.85%
Industrials
11.66%
Information Technology
17.99%
Defensive
17.46%
Consumer Staples
4.88%
Health Care
9.86%
Utilities
2.71%
Not Classified
6.98%
Non Classified Equity
0.22%
Not Classified - Non Equity
6.76%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 38.01%
Corporate 55.36%
Securitized 5.38%
Municipal 0.22%
Other 1.02%
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Bond Maturity Exposure

Short Term
9.99%
Less than 1 Year
9.99%
Intermediate
60.26%
1 to 3 Years
8.85%
3 to 5 Years
15.47%
5 to 10 Years
35.94%
Long Term
28.54%
10 to 20 Years
10.16%
20 to 30 Years
11.41%
Over 30 Years
6.97%
Other
1.21%
As of December 31, 2025
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