Asset Allocation

As of February 28, 2026.
Type % Net
Cash 27.52%
Stock 31.79%
Bond 49.74%
Convertible 0.01%
Preferred 2.39%
Other -11.45%
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Market Capitalization

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

% Developed Markets: 98.99%    % Emerging Markets: 1.88%    % Unidentified Markets: -0.86%

Americas 87.31%
85.42%
Canada 3.79%
United States 81.63%
1.89%
Argentina 0.51%
Brazil 0.10%
Chile -0.11%
Colombia 0.04%
Mexico 0.46%
Peru -0.07%
Venezuela 0.06%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.22%
United Kingdom 4.14%
6.85%
Austria 0.01%
Belgium 0.03%
Denmark 0.06%
Finland 0.01%
France 1.35%
Germany 0.88%
Greece 0.08%
Ireland 0.69%
Italy 0.21%
Netherlands 0.88%
Norway 0.01%
Portugal 0.09%
Spain 0.74%
Sweden 0.08%
Switzerland 0.49%
-0.12%
Czech Republic 0.01%
Poland -0.03%
Russia 0.00%
Turkey -0.09%
0.35%
Egypt 0.17%
Israel 0.18%
Nigeria -0.07%
Qatar 0.00%
Saudi Arabia -0.13%
South Africa 0.07%
United Arab Emirates -0.14%
Greater Asia 2.34%
Japan 0.81%
0.65%
Australia 0.52%
0.86%
Hong Kong 0.23%
Singapore 0.31%
South Korea 0.07%
Taiwan 0.17%
0.02%
China 0.09%
India 0.05%
Indonesia -0.07%
Kazakhstan 0.03%
Malaysia -0.06%
Pakistan 0.04%
Philippines -0.16%
Thailand 0.11%
Unidentified Region -0.86%

Bond Credit Quality Exposure

AAA 0.41%
AA 2.89%
A 0.78%
BBB 4.97%
BB 18.47%
B 36.37%
Below B 8.98%
    CCC 8.50%
    CC 0.19%
    C 0.04%
    DDD 0.00%
    DD 0.00%
    D 0.26%
Not Rated 1.83%
Not Available 25.30%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
13.46%
Materials
0.86%
Consumer Discretionary
0.66%
Financials
4.57%
Real Estate
7.36%
Sensitive
18.79%
Communication Services
-0.11%
Energy
10.06%
Industrials
4.75%
Information Technology
4.10%
Defensive
2.31%
Consumer Staples
0.93%
Health Care
1.94%
Utilities
-0.56%
Not Classified
65.44%
Non Classified Equity
7.83%
Not Classified - Non Equity
57.61%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 4.72%
Corporate 70.00%
Securitized 3.43%
Municipal 6.88%
Other 14.97%
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Bond Maturity Exposure

Short Term
6.69%
Less than 1 Year
6.69%
Intermediate
77.78%
1 to 3 Years
14.40%
3 to 5 Years
25.71%
5 to 10 Years
37.68%
Long Term
11.32%
10 to 20 Years
3.98%
20 to 30 Years
5.68%
Over 30 Years
1.67%
Other
4.20%
As of February 28, 2026
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