Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.77%
Stock 57.26%
Bond 32.95%
Convertible 0.00%
Preferred 1.79%
Other 7.23%
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Market Capitalization

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

% Developed Markets: 92.29%    % Emerging Markets: 0.27%    % Unidentified Markets: 7.44%

Americas 86.96%
86.94%
Canada 69.84%
United States 17.10%
0.02%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.40%
United Kingdom 2.55%
1.84%
Denmark 0.00%
France 0.61%
Germany 0.75%
Switzerland 0.20%
0.00%
0.00%
Greater Asia 1.20%
Japan 0.52%
0.00%
Australia 0.00%
0.52%
South Korea 0.52%
0.16%
China 0.16%
Unidentified Region 7.44%

Bond Credit Quality Exposure

AAA 35.31%
AA 12.94%
A 16.64%
BBB 28.33%
BB 0.22%
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 0.33%
Not Available 6.22%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
41.87%
Materials
10.11%
Consumer Discretionary
4.32%
Financials
25.96%
Real Estate
1.48%
Sensitive
38.63%
Communication Services
3.78%
Energy
10.96%
Industrials
11.28%
Information Technology
12.61%
Defensive
8.97%
Consumer Staples
3.41%
Health Care
2.88%
Utilities
2.68%
Not Classified
10.52%
Non Classified Equity
0.29%
Not Classified - Non Equity
10.23%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 24.08%
Corporate 43.75%
Securitized 1.72%
Municipal 19.16%
Other 11.30%
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Bond Maturity Exposure

Short Term
0.44%
Less than 1 Year
0.44%
Intermediate
64.15%
1 to 3 Years
7.60%
3 to 5 Years
18.38%
5 to 10 Years
38.17%
Long Term
31.87%
10 to 20 Years
12.98%
20 to 30 Years
15.31%
Over 30 Years
3.59%
Other
3.54%
As of December 31, 2025
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