Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.59%
Stock 65.11%
Bond 30.59%
Convertible 0.00%
Preferred 0.09%
Other 0.62%
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Market Capitalization

As of December 31, 2025
Large 72.43%
Mid 18.98%
Small 8.59%
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Region Exposure

% Developed Markets: 94.69%    % Emerging Markets: 0.41%    % Unidentified Markets: 4.90%

Americas 85.60%
84.58%
Canada 1.31%
United States 83.28%
1.02%
Chile 0.06%
Mexico 0.05%
Peru 0.08%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.19%
United Kingdom 1.44%
5.52%
Finland 0.13%
France 0.28%
Germany 0.10%
Greece 0.03%
Ireland 2.76%
Italy 0.10%
Netherlands 0.24%
Norway 0.04%
Spain 0.18%
Switzerland 1.66%
0.00%
0.24%
Greater Asia 2.31%
Japan 0.98%
0.11%
Australia 0.11%
1.17%
Singapore 0.00%
South Korea 1.17%
0.05%
Philippines 0.05%
Unidentified Region 4.90%

Bond Credit Quality Exposure

AAA 5.98%
AA 17.14%
A 14.38%
BBB 26.00%
BB 3.03%
B 0.88%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.84%
Not Available 30.75%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
31.11%
Materials
3.90%
Consumer Discretionary
10.94%
Financials
14.42%
Real Estate
1.84%
Sensitive
44.94%
Communication Services
10.95%
Energy
2.46%
Industrials
8.08%
Information Technology
23.45%
Defensive
14.42%
Consumer Staples
1.78%
Health Care
11.56%
Utilities
1.08%
Not Classified
9.53%
Non Classified Equity
0.01%
Not Classified - Non Equity
9.52%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 16.68%
Corporate 43.49%
Securitized 38.72%
Municipal 0.13%
Other 0.98%
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Bond Maturity Exposure

Short Term
10.45%
Less than 1 Year
10.45%
Intermediate
39.68%
1 to 3 Years
5.88%
3 to 5 Years
10.31%
5 to 10 Years
23.49%
Long Term
48.68%
10 to 20 Years
13.69%
20 to 30 Years
33.16%
Over 30 Years
1.83%
Other
1.19%
As of December 31, 2025
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