Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.97%
Stock 36.46%
Bond 49.96%
Convertible 0.66%
Preferred 8.92%
Other 3.03%
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Market Capitalization

As of December 31, 2025
Large 58.93%
Mid 22.66%
Small 18.41%
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Region Exposure

% Developed Markets: 95.41%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.59%

Americas 92.70%
92.27%
Canada 1.12%
United States 91.15%
0.44%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.21%
United Kingdom 0.96%
1.25%
Ireland 0.53%
Netherlands 0.72%
0.00%
0.00%
Greater Asia 0.50%
Japan 0.50%
0.00%
0.00%
0.00%
Unidentified Region 4.59%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 9.95%
BBB 15.15%
BB 12.44%
B 20.10%
Below B 16.98%
    CCC 16.47%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.51%
Not Rated 1.83%
Not Available 23.55%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
35.79%
Materials
4.94%
Consumer Discretionary
4.13%
Financials
20.99%
Real Estate
5.72%
Sensitive
35.11%
Communication Services
5.11%
Energy
6.40%
Industrials
10.35%
Information Technology
13.25%
Defensive
25.96%
Consumer Staples
7.12%
Health Care
13.26%
Utilities
5.58%
Not Classified
3.14%
Non Classified Equity
1.06%
Not Classified - Non Equity
2.09%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 0.00%
Corporate 69.77%
Securitized 0.00%
Municipal 0.00%
Other 30.23%
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Bond Maturity Exposure

Short Term
1.87%
Less than 1 Year
1.87%
Intermediate
73.11%
1 to 3 Years
10.27%
3 to 5 Years
47.00%
5 to 10 Years
15.84%
Long Term
24.08%
10 to 20 Years
5.97%
20 to 30 Years
18.12%
Over 30 Years
0.00%
Other
0.94%
As of December 31, 2025
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