Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.23%
Stock 89.42%
Bond 6.75%
Convertible 0.00%
Preferred 0.22%
Other 0.38%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.22%    % Emerging Markets: 3.75%    % Unidentified Markets: 3.03%

Americas 67.79%
66.51%
Canada 27.94%
United States 38.58%
1.27%
Brazil 0.75%
Chile 0.00%
Colombia 0.04%
Mexico 0.10%
Peru 0.09%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.32%
United Kingdom 5.42%
13.44%
Austria 0.05%
Belgium 0.36%
Denmark 0.06%
Finland 0.39%
France 3.46%
Germany 1.14%
Greece 0.05%
Ireland 1.07%
Italy 0.32%
Netherlands 2.23%
Norway 0.05%
Portugal 0.01%
Spain 0.94%
Sweden 0.40%
Switzerland 2.81%
0.19%
Czech Republic 0.00%
Poland 0.02%
Turkey 0.04%
0.27%
Egypt 0.00%
Israel 0.07%
Nigeria 0.00%
Qatar 0.00%
Saudi Arabia 0.06%
South Africa 0.05%
United Arab Emirates 0.08%
Greater Asia 9.86%
Japan 2.97%
0.48%
Australia 0.48%
4.06%
Hong Kong 1.12%
Singapore 0.43%
South Korea 1.06%
Taiwan 1.45%
2.34%
China 1.10%
India 0.93%
Indonesia 0.08%
Kazakhstan 0.05%
Malaysia 0.00%
Philippines 0.03%
Thailand 0.15%
Unidentified Region 3.03%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
34.84%
Materials
5.60%
Consumer Discretionary
9.39%
Financials
17.78%
Real Estate
2.06%
Sensitive
38.88%
Communication Services
4.61%
Energy
4.52%
Industrials
11.77%
Information Technology
17.97%
Defensive
15.44%
Consumer Staples
5.79%
Health Care
7.71%
Utilities
1.94%
Not Classified
10.84%
Non Classified Equity
3.30%
Not Classified - Non Equity
7.54%
As of December 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 26.56%
Corporate 42.98%
Securitized 1.23%
Municipal 22.22%
Other 7.01%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
View Bond Maturity Exposure
Start Trial