Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.93%
Stock 48.94%
Bond 41.89%
Convertible 0.00%
Preferred 7.85%
Other -0.61%
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Market Capitalization

As of February 28, 2026
Large 47.09%
Mid 17.38%
Small 35.53%
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Region Exposure

% Developed Markets: 93.89%    % Emerging Markets: 3.95%    % Unidentified Markets: 2.16%

Americas 92.55%
84.93%
Canada 5.81%
United States 79.12%
7.62%
Brazil 3.94%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.25%
United Kingdom 1.84%
3.41%
France 0.98%
Germany 0.20%
Ireland 0.00%
Italy 0.00%
Netherlands 0.00%
Norway 0.00%
Sweden 0.01%
Switzerland 0.51%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.01%
Australia 0.01%
0.02%
Singapore 0.02%
South Korea 0.00%
Taiwan 0.00%
0.00%
Unidentified Region 2.16%

Bond Credit Quality Exposure

AAA 0.03%
AA 49.47%
A 0.69%
BBB 1.32%
BB 13.27%
B 11.97%
Below B 2.00%
    CCC 1.90%
    CC 0.00%
    C 0.11%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 21.25%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
23.30%
Materials
6.08%
Consumer Discretionary
9.09%
Financials
5.22%
Real Estate
2.91%
Sensitive
54.18%
Communication Services
5.59%
Energy
21.09%
Industrials
11.97%
Information Technology
15.52%
Defensive
19.08%
Consumer Staples
2.40%
Health Care
12.17%
Utilities
4.51%
Not Classified
3.44%
Non Classified Equity
0.16%
Not Classified - Non Equity
3.28%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 56.80%
Corporate 22.45%
Securitized 0.69%
Municipal 0.04%
Other 20.02%
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Bond Maturity Exposure

Short Term
8.45%
Less than 1 Year
8.45%
Intermediate
41.36%
1 to 3 Years
3.96%
3 to 5 Years
29.06%
5 to 10 Years
8.35%
Long Term
50.16%
10 to 20 Years
0.66%
20 to 30 Years
49.50%
Over 30 Years
0.00%
Other
0.02%
As of February 28, 2026
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