Asset Allocation

As of February 28, 2026.
Type % Net
Cash 39.57%
Stock 48.88%
Bond 12.16%
Convertible 0.00%
Preferred 0.00%
Other -0.61%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.73%    % Emerging Markets: 0.00%    % Unidentified Markets: 11.27%

Americas 81.66%
81.66%
Canada 4.10%
United States 77.56%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.78%
United Kingdom 0.23%
2.55%
Netherlands 3.77%
Spain -1.22%
0.00%
0.00%
Greater Asia 4.29%
Japan 0.00%
4.29%
Australia 4.29%
0.00%
0.00%
Unidentified Region 11.27%

Bond Credit Quality Exposure

AAA 0.00%
AA 29.56%
A 0.00%
BBB 0.00%
BB 0.00%
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 70.44%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
8.14%
Materials
-0.02%
Consumer Discretionary
1.60%
Financials
3.38%
Real Estate
3.18%
Sensitive
33.16%
Communication Services
10.91%
Energy
0.00%
Industrials
12.61%
Information Technology
9.64%
Defensive
25.37%
Consumer Staples
5.90%
Health Care
14.44%
Utilities
5.02%
Not Classified
33.33%
Non Classified Equity
1.02%
Not Classified - Non Equity
32.31%
As of February 28, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

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

Bond Maturity Exposure

Short Term
90.75%
Less than 1 Year
90.75%
Intermediate
9.25%
1 to 3 Years
9.25%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial