Asset Allocation

As of December 31, 2025.
Type % Net
Cash 12.94%
Stock 23.24%
Bond 69.32%
Convertible 0.00%
Preferred 0.00%
Other -5.50%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 64.26%    % Emerging Markets: 0.51%    % Unidentified Markets: 35.23%

Americas 23.77%
17.51%
United States 17.51%
6.26%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.49%
United Kingdom 11.68%
28.81%
France 2.72%
Germany 5.58%
Norway 9.53%
0.00%
Poland 0.00%
0.00%
Greater Asia 0.51%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.51%
Malaysia 0.51%
Unidentified Region 35.23%

Bond Credit Quality Exposure

AAA 0.00%
AA 3.00%
A 0.00%
BBB 0.00%
BB 0.36%
B 5.12%
Below B 10.45%
    CCC 10.45%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.08%
Not Available 81.00%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 9.32%
Corporate 43.38%
Securitized 0.00%
Municipal 0.00%
Other 47.29%
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Bond Maturity Exposure

Short Term
21.80%
Less than 1 Year
21.80%
Intermediate
77.60%
1 to 3 Years
28.64%
3 to 5 Years
45.67%
5 to 10 Years
3.28%
Long Term
0.60%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.60%
Other
0.00%
As of December 31, 2025
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