Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.59%
Stock 75.75%
Bond 20.47%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

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

% Developed Markets: 90.04%    % Emerging Markets: 2.21%    % Unidentified Markets: 7.75%

Americas 66.86%
66.05%
Canada 30.10%
United States 35.95%
0.81%
Brazil 0.22%
Colombia 0.00%
Mexico 0.43%
Peru 0.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.24%
United Kingdom 6.04%
13.06%
Belgium 1.13%
Denmark 0.43%
Finland 1.07%
France 1.93%
Germany 2.20%
Greece 0.01%
Ireland 1.55%
Italy 0.62%
Netherlands 1.51%
Norway 0.20%
Spain 0.71%
Sweden 0.00%
Switzerland 1.29%
0.07%
Czech Republic 0.00%
Poland 0.04%
0.07%
Egypt 0.00%
Nigeria 0.00%
South Africa 0.06%
Greater Asia 6.15%
Japan 2.48%
0.04%
Australia 0.04%
2.36%
Hong Kong 0.58%
Singapore 0.63%
South Korea 0.76%
Taiwan 0.39%
1.26%
China 0.48%
India 0.62%
Indonesia 0.10%
Philippines 0.05%
Unidentified Region 7.75%

Bond Credit Quality Exposure

AAA 9.40%
AA 5.04%
A 11.35%
BBB 23.49%
BB 8.09%
B 0.73%
Below B 0.04%
    CCC 0.04%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 35.58%
Not Available 6.28%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
30.36%
Materials
4.54%
Consumer Discretionary
5.97%
Financials
17.16%
Real Estate
2.68%
Sensitive
33.82%
Communication Services
4.48%
Energy
4.50%
Industrials
8.88%
Information Technology
15.96%
Defensive
13.58%
Consumer Staples
5.22%
Health Care
6.56%
Utilities
1.80%
Not Classified
22.24%
Non Classified Equity
0.83%
Not Classified - Non Equity
21.41%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 6.28%
Corporate 44.97%
Securitized 2.53%
Municipal 7.14%
Other 39.09%
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Bond Maturity Exposure

Short Term
0.58%
Less than 1 Year
0.58%
Intermediate
45.00%
1 to 3 Years
3.58%
3 to 5 Years
14.94%
5 to 10 Years
26.48%
Long Term
18.71%
10 to 20 Years
5.32%
20 to 30 Years
7.07%
Over 30 Years
6.32%
Other
35.71%
As of December 31, 2025
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