Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.54%
Stock 63.93%
Bond 33.54%
Convertible 0.00%
Preferred 0.26%
Other 0.74%
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Market Capitalization

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

% Developed Markets: 90.34%    % Emerging Markets: 7.52%    % Unidentified Markets: 2.14%

Americas 61.32%
59.68%
Canada 37.10%
United States 22.59%
1.64%
Brazil 0.36%
Colombia 0.02%
Mexico 0.73%
Peru 0.27%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.95%
United Kingdom 5.09%
14.36%
Austria 0.11%
Belgium 0.46%
Denmark 0.33%
Finland 0.21%
France 3.27%
Germany 2.17%
Greece 0.43%
Ireland 1.27%
Italy 1.33%
Netherlands 1.18%
Norway 0.02%
Portugal 0.06%
Spain 1.29%
Sweden 0.65%
Switzerland 1.45%
0.58%
Turkey 0.21%
0.93%
Israel 0.04%
Saudi Arabia 0.26%
South Africa 0.46%
United Arab Emirates 0.16%
Greater Asia 15.59%
Japan 6.10%
0.35%
Australia 0.26%
4.42%
Hong Kong 0.37%
Singapore 0.22%
South Korea 1.53%
Taiwan 2.29%
4.72%
China 3.26%
India 1.02%
Indonesia 0.24%
Kazakhstan 0.02%
Malaysia 0.15%
Thailand 0.03%
Unidentified Region 2.14%

Bond Credit Quality Exposure

AAA 34.69%
AA 30.72%
A 18.99%
BBB 8.92%
BB 0.55%
B 0.05%
Below B 0.02%
    CCC 0.02%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.44%
Not Available 5.63%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
27.32%
Materials
6.09%
Consumer Discretionary
5.94%
Financials
14.92%
Real Estate
0.37%
Sensitive
29.48%
Communication Services
4.46%
Energy
3.43%
Industrials
9.86%
Information Technology
11.72%
Defensive
7.01%
Consumer Staples
2.71%
Health Care
3.14%
Utilities
1.16%
Not Classified
36.19%
Non Classified Equity
0.54%
Not Classified - Non Equity
35.66%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 63.62%
Corporate 15.60%
Securitized 1.36%
Municipal 16.57%
Other 2.85%
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Bond Maturity Exposure

Short Term
4.31%
Less than 1 Year
4.31%
Intermediate
57.92%
1 to 3 Years
14.73%
3 to 5 Years
15.60%
5 to 10 Years
27.60%
Long Term
37.73%
10 to 20 Years
17.50%
20 to 30 Years
16.78%
Over 30 Years
3.44%
Other
0.03%
As of December 31, 2025
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