Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.53%
Stock 33.44%
Bond 64.45%
Convertible 0.00%
Preferred 0.15%
Other 0.42%
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Market Capitalization

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

% Developed Markets: 86.39%    % Emerging Markets: 4.33%    % Unidentified Markets: 9.29%

Americas 53.01%
52.16%
Canada 16.00%
United States 36.17%
0.85%
Brazil 0.16%
Colombia 0.01%
Mexico 0.36%
Peru 0.17%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.72%
United Kingdom 8.70%
14.01%
Austria 0.15%
Belgium 0.37%
Denmark 0.27%
Finland 0.16%
France 3.77%
Germany 1.91%
Greece 0.26%
Ireland 0.55%
Italy 2.21%
Netherlands 0.88%
Norway 0.05%
Portugal 0.09%
Spain 1.63%
Sweden 0.64%
Switzerland 1.00%
0.42%
Turkey 0.16%
0.58%
Israel 0.02%
Saudi Arabia 0.20%
South Africa 0.27%
United Arab Emirates 0.10%
Greater Asia 13.98%
Japan 7.10%
1.12%
Australia 0.87%
3.16%
Hong Kong 0.39%
Singapore 0.13%
South Korea 1.09%
Taiwan 1.55%
2.60%
China 1.75%
India 0.62%
Indonesia 0.13%
Kazakhstan 0.01%
Malaysia 0.10%
Unidentified Region 9.29%

Bond Credit Quality Exposure

AAA 32.12%
AA 34.23%
A 17.63%
BBB 9.81%
BB 0.37%
B 0.03%
Below B 0.01%
    CCC 0.01%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.45%
Not Available 5.35%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
13.81%
Materials
3.74%
Consumer Discretionary
2.63%
Financials
7.26%
Real Estate
0.19%
Sensitive
15.39%
Communication Services
1.79%
Energy
1.97%
Industrials
5.83%
Information Technology
5.80%
Defensive
3.91%
Consumer Staples
1.37%
Health Care
1.90%
Utilities
0.64%
Not Classified
66.90%
Non Classified Equity
0.53%
Not Classified - Non Equity
66.37%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 69.45%
Corporate 15.70%
Securitized 1.40%
Municipal 10.82%
Other 2.64%
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Bond Maturity Exposure

Short Term
4.09%
Less than 1 Year
4.09%
Intermediate
70.23%
1 to 3 Years
19.38%
3 to 5 Years
21.63%
5 to 10 Years
29.22%
Long Term
25.55%
10 to 20 Years
12.67%
20 to 30 Years
10.44%
Over 30 Years
2.44%
Other
0.13%
As of February 28, 2026
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