Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.84%
Stock 49.71%
Bond 30.35%
Convertible 0.00%
Preferred 0.00%
Other 18.10%
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Market Capitalization

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

% Developed Markets: 70.96%    % Emerging Markets: 15.79%    % Unidentified Markets: 13.24%

Americas 36.28%
27.05%
Canada 0.69%
United States 26.37%
9.23%
Brazil 4.19%
Colombia 0.73%
Mexico 4.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.25%
United Kingdom 16.54%
18.86%
France 3.31%
Germany 2.66%
Ireland 0.41%
Italy 1.18%
Netherlands 6.96%
Spain 2.31%
Switzerland 0.89%
1.23%
2.61%
South Africa 2.61%
Greater Asia 11.23%
Japan 0.07%
5.36%
Australia 2.29%
3.73%
Hong Kong 1.48%
South Korea 0.80%
Taiwan 1.45%
2.08%
China 1.55%
India 0.53%
Unidentified Region 13.24%

Bond Credit Quality Exposure

AAA 14.23%
AA 13.43%
A 0.00%
BBB 19.84%
BB 40.37%
B 10.82%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.32%
Not Available 0.00%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
24.59%
Materials
0.00%
Consumer Discretionary
7.28%
Financials
15.77%
Real Estate
1.54%
Sensitive
36.49%
Communication Services
10.44%
Energy
3.57%
Industrials
10.48%
Information Technology
12.01%
Defensive
17.38%
Consumer Staples
3.51%
Health Care
8.93%
Utilities
4.95%
Not Classified
21.53%
Non Classified Equity
0.28%
Not Classified - Non Equity
21.25%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 65.25%
Corporate 34.25%
Securitized 0.00%
Municipal 0.00%
Other 0.50%
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Bond Maturity Exposure

Short Term
0.89%
Less than 1 Year
0.89%
Intermediate
69.62%
1 to 3 Years
2.84%
3 to 5 Years
18.78%
5 to 10 Years
47.99%
Long Term
20.53%
10 to 20 Years
15.88%
20 to 30 Years
3.30%
Over 30 Years
1.35%
Other
8.96%
As of December 31, 2025
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