Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.28%
Stock 75.32%
Bond 21.69%
Convertible 0.00%
Preferred 0.00%
Other 2.71%
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Market Capitalization

As of December 31, 2025
Large 82.61%
Mid 11.42%
Small 5.97%
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Region Exposure

% Developed Markets: 99.50%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.42%

Americas 99.24%
96.79%
Canada 87.51%
United States 9.28%
2.45%
Chile 0.02%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.25%
United Kingdom 0.12%
0.13%
France 0.13%
0.00%
0.00%
Greater Asia 0.09%
Japan 0.00%
0.09%
Australia 0.09%
0.00%
0.00%
Unidentified Region 0.42%

Bond Credit Quality Exposure

AAA 26.71%
AA 15.98%
A 14.22%
BBB 21.46%
BB 1.96%
B 0.04%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.46%
Not Available 19.16%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
57.22%
Materials
13.87%
Consumer Discretionary
2.59%
Financials
37.60%
Real Estate
3.17%
Sensitive
36.56%
Communication Services
3.14%
Energy
16.40%
Industrials
12.41%
Information Technology
4.60%
Defensive
5.93%
Consumer Staples
4.04%
Health Care
1.89%
Utilities
0.00%
Not Classified
0.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.29%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 32.12%
Corporate 35.73%
Securitized 2.88%
Municipal 21.60%
Other 7.66%
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Bond Maturity Exposure

Short Term
9.99%
Less than 1 Year
9.99%
Intermediate
60.13%
1 to 3 Years
11.06%
3 to 5 Years
12.84%
5 to 10 Years
36.22%
Long Term
29.80%
10 to 20 Years
8.87%
20 to 30 Years
18.15%
Over 30 Years
2.78%
Other
0.08%
As of December 31, 2025
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