Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.93%
Stock 66.25%
Bond 26.34%
Convertible 0.00%
Preferred 3.21%
Other 3.26%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 91.78%
Mid 6.78%
Small 1.45%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.77%    % Emerging Markets: 1.04%    % Unidentified Markets: 2.19%

Americas 60.97%
59.71%
Canada 2.18%
United States 57.52%
1.26%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.36%
United Kingdom 4.44%
11.92%
Austria 1.03%
Belgium 0.68%
France 1.23%
Germany 0.82%
Italy 2.64%
Netherlands 1.73%
Spain 3.80%
0.00%
0.00%
Greater Asia 20.48%
Japan 5.12%
0.00%
14.83%
Hong Kong 2.38%
Singapore 1.39%
South Korea 6.90%
Taiwan 4.16%
0.53%
China 0.53%
Unidentified Region 2.19%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 8.95%
BBB 15.66%
BB 3.84%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 71.55%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
24.53%
Materials
1.52%
Consumer Discretionary
7.34%
Financials
15.67%
Real Estate
0.00%
Sensitive
61.49%
Communication Services
10.99%
Energy
4.25%
Industrials
16.01%
Information Technology
30.24%
Defensive
13.98%
Consumer Staples
2.12%
Health Care
10.43%
Utilities
1.43%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 100.0%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.92%
Less than 1 Year
3.92%
Intermediate
94.21%
1 to 3 Years
14.62%
3 to 5 Years
50.45%
5 to 10 Years
29.14%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
1.87%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial