Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.25%
Stock 62.19%
Bond 36.43%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

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

% Developed Markets: 98.37%    % Emerging Markets: 0.02%    % Unidentified Markets: 1.61%

Americas 95.42%
95.31%
Canada 0.42%
United States 94.89%
0.11%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.63%
United Kingdom 0.24%
1.38%
Austria 0.00%
Denmark 0.02%
Finland 0.00%
France 0.11%
Germany 0.05%
Greece 0.01%
Ireland 0.60%
Italy 0.02%
Netherlands 0.08%
Norway 0.00%
Spain 0.01%
Switzerland 0.33%
0.00%
0.00%
Greater Asia 1.34%
Japan 0.12%
0.07%
Australia 0.07%
1.16%
Hong Kong 0.00%
Singapore 1.16%
0.00%
Unidentified Region 1.61%

Bond Credit Quality Exposure

AAA 0.00%
AA 69.97%
A 0.00%
BBB 0.68%
BB 15.74%
B 9.15%
Below B 2.11%
    CCC 2.08%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.01%
Not Available 2.35%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
19.01%
Materials
1.55%
Consumer Discretionary
2.94%
Financials
12.43%
Real Estate
2.10%
Sensitive
31.50%
Communication Services
4.84%
Energy
3.20%
Industrials
5.83%
Information Technology
17.63%
Defensive
11.64%
Consumer Staples
2.13%
Health Care
7.84%
Utilities
1.67%
Not Classified
37.85%
Non Classified Equity
0.00%
Not Classified - Non Equity
37.85%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 72.75%
Corporate 27.17%
Securitized 0.00%
Municipal 0.00%
Other 0.08%
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Bond Maturity Exposure

Short Term
2.95%
Less than 1 Year
2.95%
Intermediate
95.81%
1 to 3 Years
46.25%
3 to 5 Years
21.60%
5 to 10 Years
27.97%
Long Term
1.19%
10 to 20 Years
0.32%
20 to 30 Years
0.57%
Over 30 Years
0.30%
Other
0.05%
As of February 28, 2026
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