Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.55%
Stock 72.67%
Bond 24.11%
Convertible 0.00%
Preferred 0.03%
Other 1.64%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 91.05%
Mid 7.66%
Small 1.29%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.71%    % Emerging Markets: 0.48%    % Unidentified Markets: 2.81%

Americas 94.36%
94.07%
Canada 17.85%
United States 76.22%
0.30%
Brazil 0.00%
Chile 0.09%
Colombia 0.00%
Mexico 0.17%
Peru 0.00%
Venezuela 0.01%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.79%
United Kingdom 1.10%
1.66%
Austria 0.00%
Belgium 0.00%
Denmark 0.00%
Finland 0.00%
France 0.07%
Germany 0.03%
Ireland 1.48%
Netherlands 0.05%
Spain 0.00%
0.03%
Czech Republic 0.02%
Poland 0.01%
0.00%
Saudi Arabia 0.00%
Greater Asia 0.03%
Japan 0.00%
0.02%
Australia 0.01%
0.01%
Hong Kong 0.01%
Singapore 0.00%
South Korea 0.00%
0.00%
China 0.00%
Philippines 0.00%
Unidentified Region 2.81%

Bond Credit Quality Exposure

AAA 13.09%
AA 8.39%
A 22.36%
BBB 25.38%
BB 9.93%
B 5.09%
Below B 0.71%
    CCC 0.63%
    CC 0.00%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.06%
Not Rated 0.28%
Not Available 14.78%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
19.85%
Materials
5.40%
Consumer Discretionary
6.71%
Financials
7.75%
Real Estate
0.00%
Sensitive
41.22%
Communication Services
5.91%
Energy
3.96%
Industrials
9.45%
Information Technology
21.91%
Defensive
13.24%
Consumer Staples
4.69%
Health Care
6.61%
Utilities
1.95%
Not Classified
25.69%
Non Classified Equity
0.00%
Not Classified - Non Equity
25.69%
As of February 28, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 14.42%
Corporate 63.92%
Securitized 0.29%
Municipal 10.76%
Other 10.61%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
5.73%
Less than 1 Year
5.73%
Intermediate
71.31%
1 to 3 Years
12.39%
3 to 5 Years
15.57%
5 to 10 Years
43.34%
Long Term
22.68%
10 to 20 Years
4.26%
20 to 30 Years
12.50%
Over 30 Years
5.93%
Other
0.28%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial