Asset Allocation

As of February 28, 2026.
Type % Net
Cash 8.50%
Stock 22.29%
Bond 64.67%
Convertible 0.00%
Preferred 0.28%
Other 4.27%
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Market Capitalization

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

% Developed Markets: 88.88%    % Emerging Markets: 4.42%    % Unidentified Markets: 6.70%

Americas 83.69%
81.06%
Canada 54.78%
United States 26.27%
2.64%
Argentina 0.01%
Brazil 0.18%
Chile 0.36%
Colombia 0.05%
Mexico 0.47%
Peru 0.16%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.26%
United Kingdom 1.56%
4.05%
Belgium 0.02%
Denmark 0.17%
France 0.72%
Germany 0.72%
Ireland 0.30%
Italy 0.00%
Netherlands 1.22%
Spain 0.37%
Sweden 0.00%
Switzerland 0.40%
0.08%
Poland 0.01%
Turkey 0.01%
1.57%
Egypt 0.12%
Israel 0.00%
Nigeria 0.35%
Qatar 0.21%
Saudi Arabia 0.09%
South Africa 0.17%
United Arab Emirates 0.10%
Greater Asia 2.35%
Japan 0.39%
0.84%
Australia 0.62%
0.55%
Hong Kong 0.24%
Singapore 0.04%
South Korea 0.01%
Taiwan 0.11%
0.56%
China 0.10%
India 0.00%
Indonesia 0.30%
Kazakhstan 0.00%
Malaysia 0.01%
Pakistan 0.00%
Philippines 0.06%
Unidentified Region 6.70%

Bond Credit Quality Exposure

AAA 11.43%
AA 6.24%
A 10.36%
BBB 33.18%
BB 16.50%
B 5.88%
Below B 0.08%
    CCC 0.08%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.49%
Not Available 13.83%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
36.74%
Materials
6.14%
Consumer Discretionary
2.91%
Financials
14.34%
Real Estate
13.34%
Sensitive
36.66%
Communication Services
3.30%
Energy
8.79%
Industrials
13.85%
Information Technology
10.72%
Defensive
8.37%
Consumer Staples
2.68%
Health Care
2.81%
Utilities
2.88%
Not Classified
18.23%
Non Classified Equity
3.85%
Not Classified - Non Equity
14.38%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 16.69%
Corporate 64.12%
Securitized 2.12%
Municipal 4.80%
Other 12.27%
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Bond Maturity Exposure

Short Term
7.90%
Less than 1 Year
7.90%
Intermediate
71.83%
1 to 3 Years
22.77%
3 to 5 Years
23.59%
5 to 10 Years
25.46%
Long Term
17.22%
10 to 20 Years
4.58%
20 to 30 Years
7.97%
Over 30 Years
4.67%
Other
3.05%
As of February 28, 2026
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