Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.91%
Stock 69.85%
Bond 18.37%
Convertible 0.00%
Preferred 0.00%
Other 10.87%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 84.39%    % Emerging Markets: 4.82%    % Unidentified Markets: 10.79%

Americas 59.23%
58.99%
Canada 16.94%
United States 42.05%
0.24%
Brazil 0.09%
Mexico 0.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.96%
United Kingdom 4.02%
18.94%
Denmark 2.16%
France 10.27%
Germany 2.30%
Ireland 2.04%
Netherlands 0.14%
Norway 0.07%
Switzerland 1.93%
0.00%
0.00%
Greater Asia 7.03%
Japan 1.74%
0.05%
Australia 0.05%
0.66%
Hong Kong 0.16%
Singapore 0.14%
South Korea 0.15%
Taiwan 0.21%
4.58%
China 4.26%
India 0.22%
Indonesia 0.04%
Philippines 0.02%
Thailand 0.03%
Unidentified Region 10.79%

Bond Credit Quality Exposure

AAA 23.23%
AA 26.65%
A 24.00%
BBB 7.02%
BB 8.58%
B 5.22%
Below B 0.39%
    CCC 0.28%
    CC 0.00%
    C 0.11%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 4.92%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
28.35%
Materials
2.31%
Consumer Discretionary
11.97%
Financials
13.99%
Real Estate
0.08%
Sensitive
18.40%
Communication Services
0.35%
Energy
0.27%
Industrials
4.26%
Information Technology
13.52%
Defensive
28.95%
Consumer Staples
13.54%
Health Care
15.37%
Utilities
0.04%
Not Classified
24.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
24.30%
As of December 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 13.08%
Corporate 50.67%
Securitized 0.00%
Municipal 30.07%
Other 6.18%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.85%
Less than 1 Year
2.85%
Intermediate
78.84%
1 to 3 Years
9.97%
3 to 5 Years
11.81%
5 to 10 Years
57.06%
Long Term
17.46%
10 to 20 Years
1.50%
20 to 30 Years
13.07%
Over 30 Years
2.89%
Other
0.85%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial