Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.99%
Stock 74.00%
Bond 19.35%
Convertible 0.00%
Preferred 0.65%
Other 2.02%
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Market Capitalization

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

% Developed Markets: 90.58%    % Emerging Markets: 7.33%    % Unidentified Markets: 2.10%

Americas 64.79%
62.28%
Canada 35.03%
United States 27.24%
2.52%
Brazil 1.09%
Chile 0.19%
Colombia 0.06%
Mexico 0.73%
Peru 0.09%
Venezuela 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.32%
United Kingdom 3.59%
12.83%
Austria 0.35%
Belgium 0.26%
Denmark 0.37%
Finland 0.16%
France 1.96%
Germany 2.03%
Greece 0.09%
Ireland 0.98%
Italy 0.83%
Netherlands 1.71%
Norway 0.29%
Portugal 0.14%
Spain 1.28%
Sweden 0.65%
Switzerland 1.52%
0.39%
Czech Republic 0.06%
Poland 0.19%
Russia 0.00%
Turkey 0.03%
0.51%
Israel 0.41%
South Africa 0.10%
United Arab Emirates 0.00%
Greater Asia 15.79%
Japan 6.34%
0.34%
Australia 0.32%
4.68%
Hong Kong 0.93%
Singapore 0.36%
South Korea 1.52%
Taiwan 1.84%
4.43%
China 3.28%
India 0.79%
Indonesia 0.11%
Malaysia 0.11%
Philippines 0.04%
Thailand 0.10%
Unidentified Region 2.10%

Bond Credit Quality Exposure

AAA 27.48%
AA 19.74%
A 10.97%
BBB 17.78%
BB 3.82%
B 0.51%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.31%
Not Available 19.39%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
30.57%
Materials
7.32%
Consumer Discretionary
8.00%
Financials
14.63%
Real Estate
0.63%
Sensitive
34.18%
Communication Services
5.05%
Energy
6.05%
Industrials
12.10%
Information Technology
10.97%
Defensive
11.33%
Consumer Staples
4.04%
Health Care
4.53%
Utilities
2.76%
Not Classified
23.91%
Non Classified Equity
0.89%
Not Classified - Non Equity
23.02%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 63.16%
Corporate 28.22%
Securitized 1.73%
Municipal 3.59%
Other 3.29%
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Bond Maturity Exposure

Short Term
12.00%
Less than 1 Year
12.00%
Intermediate
73.60%
1 to 3 Years
16.65%
3 to 5 Years
20.24%
5 to 10 Years
36.72%
Long Term
12.75%
10 to 20 Years
4.44%
20 to 30 Years
6.63%
Over 30 Years
1.68%
Other
1.64%
As of February 28, 2026
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