Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.42%
Stock 87.28%
Bond 8.27%
Convertible 0.01%
Preferred 0.82%
Other 1.21%
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Market Capitalization

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

% Developed Markets: 90.46%    % Emerging Markets: 5.73%    % Unidentified Markets: 3.80%

Americas 72.37%
70.87%
Canada 51.64%
United States 19.23%
1.50%
Brazil 0.34%
Chile 0.02%
Colombia 0.04%
Mexico 0.49%
Peru 0.21%
Venezuela 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.71%
United Kingdom 3.62%
7.58%
Austria 0.09%
Belgium 0.22%
Denmark 0.06%
Finland 0.25%
France 1.61%
Germany 1.28%
Greece 0.29%
Ireland 0.50%
Italy 0.25%
Netherlands 1.04%
Norway 0.03%
Portugal 0.04%
Spain 0.24%
Sweden 0.58%
Switzerland 1.02%
0.65%
Czech Republic 0.05%
Poland 0.08%
Turkey 0.20%
0.87%
Egypt 0.00%
Israel 0.19%
Saudi Arabia 0.22%
South Africa 0.36%
United Arab Emirates 0.11%
Greater Asia 11.12%
Japan 2.25%
0.26%
Australia 0.25%
5.22%
Hong Kong 0.55%
Singapore 0.36%
South Korea 1.64%
Taiwan 2.67%
3.38%
China 2.16%
India 0.74%
Indonesia 0.22%
Kazakhstan 0.02%
Malaysia 0.17%
Philippines 0.00%
Thailand 0.06%
Unidentified Region 3.80%

Bond Credit Quality Exposure

AAA 25.43%
AA 14.68%
A 14.91%
BBB 8.02%
BB 2.97%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 6.31%
Not Available 27.67%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
38.36%
Materials
14.95%
Consumer Discretionary
6.01%
Financials
15.74%
Real Estate
1.66%
Sensitive
37.98%
Communication Services
4.77%
Energy
6.93%
Industrials
12.59%
Information Technology
13.70%
Defensive
10.28%
Consumer Staples
5.50%
Health Care
3.27%
Utilities
1.51%
Not Classified
13.37%
Non Classified Equity
3.01%
Not Classified - Non Equity
10.36%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 46.69%
Corporate 13.24%
Securitized 0.52%
Municipal 28.58%
Other 10.96%
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Bond Maturity Exposure

Short Term
23.78%
Less than 1 Year
23.78%
Intermediate
33.11%
1 to 3 Years
5.92%
3 to 5 Years
7.08%
5 to 10 Years
20.11%
Long Term
36.82%
10 to 20 Years
15.43%
20 to 30 Years
18.74%
Over 30 Years
2.65%
Other
6.28%
As of February 28, 2026
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