Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 69.79%
Bond 36.78%
Convertible 0.00%
Preferred 0.00%
Other -6.57%
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Market Capitalization

As of December 31, 2025
Large 0.00%
Mid 0.00%
Small 100.0%
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Region Exposure

% Developed Markets: 105.2%    % Emerging Markets: 2.32%    % Unidentified Markets: -7.51%

Americas 99.82%
97.94%
Canada 3.32%
United States 94.62%
1.88%
Mexico 1.81%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.73%
United Kingdom 2.78%
3.95%
Denmark 0.00%
Finland 0.12%
Germany 0.39%
Italy 1.51%
Spain 0.21%
Sweden 0.43%
Switzerland 1.27%
0.00%
0.00%
Greater Asia 0.96%
Japan 0.00%
0.00%
0.45%
Hong Kong 0.45%
0.51%
China 0.51%
Unidentified Region -7.51%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
51.92%
Materials
20.62%
Consumer Discretionary
28.08%
Financials
2.37%
Real Estate
0.86%
Sensitive
36.18%
Communication Services
8.89%
Energy
0.93%
Industrials
24.60%
Information Technology
1.75%
Defensive
11.46%
Consumer Staples
4.38%
Health Care
6.05%
Utilities
1.03%
Not Classified
0.43%
Non Classified Equity
0.43%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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