Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.06%
Stock 78.23%
Bond 21.75%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of February 28, 2026
Large 74.74%
Mid 20.23%
Small 5.02%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.49%

Americas 96.72%
96.72%
Canada 71.70%
United States 25.02%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.78%
United Kingdom 0.00%
2.78%
Ireland 0.96%
Switzerland 1.82%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.49%

Bond Credit Quality Exposure

AAA 23.35%
AA 3.06%
A 24.86%
BBB 25.37%
BB 0.00%
B 0.00%
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 23.35%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
47.17%
Materials
3.16%
Consumer Discretionary
16.88%
Financials
27.12%
Real Estate
0.00%
Sensitive
38.75%
Communication Services
5.22%
Energy
0.00%
Industrials
22.08%
Information Technology
11.45%
Defensive
14.09%
Consumer Staples
14.09%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 29.42%
Corporate 36.39%
Securitized 21.88%
Municipal 5.60%
Other 6.71%
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Bond Maturity Exposure

Short Term
7.55%
Less than 1 Year
7.55%
Intermediate
54.18%
1 to 3 Years
1.11%
3 to 5 Years
19.54%
5 to 10 Years
33.54%
Long Term
36.68%
10 to 20 Years
6.04%
20 to 30 Years
21.97%
Over 30 Years
8.67%
Other
1.60%
As of February 28, 2026
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