Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.18%
Stock 63.45%
Bond 35.13%
Convertible 0.04%
Preferred 0.11%
Other 1.09%
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Market Capitalization

As of December 31, 2025
Large 80.15%
Mid 14.72%
Small 5.13%
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Region Exposure

% Developed Markets: 96.26%    % Emerging Markets: 1.15%    % Unidentified Markets: 2.59%

Americas 60.90%
59.87%
Canada 1.78%
United States 58.10%
1.03%
Mexico 0.29%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.76%
United Kingdom 10.57%
22.06%
Belgium 0.39%
Denmark 0.57%
Finland 0.07%
France 5.08%
Germany 2.81%
Ireland 0.69%
Italy 3.08%
Netherlands 2.60%
Spain 2.61%
Sweden 0.07%
Switzerland 1.97%
0.12%
Czech Republic 0.12%
0.00%
Greater Asia 3.75%
Japan 1.17%
0.46%
Australia 0.46%
1.88%
Hong Kong 0.48%
Singapore 0.10%
Taiwan 1.30%
0.24%
India 0.24%
Unidentified Region 2.59%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.16%
A 0.00%
BBB 5.95%
BB 41.34%
B 42.15%
Below B 5.80%
    CCC 5.80%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.03%
Not Available 4.57%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
29.75%
Materials
1.63%
Consumer Discretionary
9.28%
Financials
17.32%
Real Estate
1.53%
Sensitive
47.20%
Communication Services
6.76%
Energy
4.83%
Industrials
10.31%
Information Technology
25.31%
Defensive
22.49%
Consumer Staples
3.91%
Health Care
13.40%
Utilities
5.17%
Not Classified
0.55%
Non Classified Equity
0.07%
Not Classified - Non Equity
0.49%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 0.69%
Corporate 93.07%
Securitized 0.50%
Municipal 0.00%
Other 5.73%
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Bond Maturity Exposure

Short Term
0.66%
Less than 1 Year
0.66%
Intermediate
88.18%
1 to 3 Years
8.98%
3 to 5 Years
38.23%
5 to 10 Years
40.97%
Long Term
5.92%
10 to 20 Years
0.63%
20 to 30 Years
3.43%
Over 30 Years
1.86%
Other
5.23%
As of December 31, 2025
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