Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.26%
Stock 35.11%
Bond 56.26%
Convertible 0.00%
Preferred 0.05%
Other 7.32%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 89.29%    % Emerging Markets: 2.62%    % Unidentified Markets: 8.09%

Americas 78.35%
77.10%
Canada 53.04%
United States 24.07%
1.25%
Brazil 0.27%
Chile 0.05%
Colombia 0.12%
Mexico 0.52%
Peru 0.01%
Venezuela 0.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.48%
United Kingdom 2.42%
5.86%
Austria 0.02%
Belgium 0.40%
Denmark 0.10%
Finland 0.05%
France 1.21%
Germany 1.45%
Greece 0.00%
Ireland 0.46%
Italy 0.19%
Netherlands 0.69%
Norway 0.01%
Portugal 0.01%
Spain 0.27%
Sweden 0.24%
Switzerland 0.61%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.01%
0.18%
Israel 0.05%
Qatar 0.02%
Saudi Arabia 0.05%
South Africa 0.00%
United Arab Emirates 0.04%
Greater Asia 5.08%
Japan 1.58%
0.85%
Australia 0.81%
1.34%
Hong Kong 0.28%
Singapore 0.16%
South Korea 0.35%
Taiwan 0.52%
1.30%
China 0.67%
India 0.50%
Indonesia 0.04%
Malaysia 0.01%
Pakistan 0.00%
Philippines 0.04%
Thailand 0.03%
Unidentified Region 8.09%

Bond Credit Quality Exposure

AAA 18.15%
AA 21.96%
A 19.86%
BBB 18.91%
BB 7.06%
B 2.56%
Below B 0.68%
    CCC 0.63%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 0.21%
Not Available 10.59%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
14.28%
Materials
2.92%
Consumer Discretionary
2.30%
Financials
8.74%
Real Estate
0.32%
Sensitive
13.85%
Communication Services
1.91%
Energy
2.81%
Industrials
4.26%
Information Technology
4.87%
Defensive
6.96%
Consumer Staples
2.87%
Health Care
2.46%
Utilities
1.63%
Not Classified
64.92%
Non Classified Equity
0.21%
Not Classified - Non Equity
64.71%
As of December 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 32.79%
Corporate 43.72%
Securitized 6.31%
Municipal 11.12%
Other 6.06%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.52%
Less than 1 Year
2.52%
Intermediate
65.08%
1 to 3 Years
13.38%
3 to 5 Years
15.22%
5 to 10 Years
36.48%
Long Term
28.38%
10 to 20 Years
4.79%
20 to 30 Years
19.34%
Over 30 Years
4.24%
Other
4.03%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial