Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.95%
Stock 90.64%
Bond 7.18%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of December 31, 2025
Large 91.94%
Mid 6.10%
Small 1.96%
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Region Exposure

% Developed Markets: 99.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.21%

Americas 93.47%
93.47%
Canada 77.07%
United States 16.40%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.25%
United Kingdom 0.00%
5.25%
France 2.15%
Ireland 3.10%
0.00%
0.00%
Greater Asia 1.07%
Japan 0.00%
0.00%
1.07%
Taiwan 1.07%
0.00%
Unidentified Region 0.21%

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
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Stock Sector Exposure

Cyclical
47.80%
Materials
10.98%
Consumer Discretionary
4.48%
Financials
32.34%
Real Estate
0.00%
Sensitive
38.71%
Communication Services
3.72%
Energy
18.35%
Industrials
9.86%
Information Technology
6.79%
Defensive
12.74%
Consumer Staples
5.76%
Health Care
3.86%
Utilities
3.12%
Not Classified
0.75%
Non Classified Equity
0.49%
Not Classified - Non Equity
0.26%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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
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