Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 64.47%
Bond 33.77%
Convertible 0.00%
Preferred 0.00%
Other 1.76%
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Market Capitalization

As of December 31, 2025
Large 93.61%
Mid 6.32%
Small 0.07%
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Region Exposure

% Developed Markets: 92.71%    % Emerging Markets: 0.08%    % Unidentified Markets: 7.21%

Americas 91.02%
90.72%
Canada 0.09%
United States 90.63%
0.30%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.76%
United Kingdom 0.10%
1.66%
France 0.19%
Ireland 1.37%
Netherlands 0.10%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 7.21%

Bond Credit Quality Exposure

AAA 19.76%
AA 23.39%
A 9.14%
BBB 17.35%
BB 6.43%
B 1.92%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.26%
Not Available 21.75%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
27.01%
Materials
0.47%
Consumer Discretionary
10.78%
Financials
15.76%
Real Estate
0.00%
Sensitive
54.20%
Communication Services
11.92%
Energy
1.05%
Industrials
6.48%
Information Technology
34.75%
Defensive
16.45%
Consumer Staples
2.91%
Health Care
13.18%
Utilities
0.37%
Not Classified
2.34%
Non Classified Equity
0.09%
Not Classified - Non Equity
2.25%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 19.01%
Corporate 30.83%
Securitized 49.73%
Municipal 0.00%
Other 0.43%
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Bond Maturity Exposure

Short Term
0.37%
Less than 1 Year
0.37%
Intermediate
42.44%
1 to 3 Years
2.54%
3 to 5 Years
10.39%
5 to 10 Years
29.51%
Long Term
56.93%
10 to 20 Years
23.66%
20 to 30 Years
29.22%
Over 30 Years
4.06%
Other
0.26%
As of December 31, 2025
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