Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.13%
Stock 78.34%
Bond 16.74%
Convertible 0.00%
Preferred 0.00%
Other 3.79%
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Market Capitalization

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

% Developed Markets: 93.29%    % Emerging Markets: 2.87%    % Unidentified Markets: 3.84%

Americas 74.65%
74.01%
Canada 0.47%
United States 73.54%
0.65%
Brazil 0.25%
Mexico 0.39%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.75%
United Kingdom 3.72%
8.71%
Belgium 0.10%
Denmark 0.42%
France 3.03%
Germany 1.27%
Ireland 0.91%
Netherlands 0.50%
Spain 0.50%
Switzerland 1.97%
0.03%
0.29%
South Africa 0.26%
United Arab Emirates 0.03%
Greater Asia 8.76%
Japan 4.02%
0.34%
Australia 0.34%
2.45%
Hong Kong 0.30%
South Korea 1.24%
Taiwan 0.91%
1.94%
China 1.65%
Indonesia 0.10%
Philippines 0.03%
Thailand 0.15%
Unidentified Region 3.84%

Bond Credit Quality Exposure

AAA 0.00%
AA 100.0%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.00%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
24.84%
Materials
1.59%
Consumer Discretionary
8.07%
Financials
15.17%
Real Estate
0.00%
Sensitive
40.73%
Communication Services
7.52%
Energy
0.00%
Industrials
7.97%
Information Technology
25.25%
Defensive
34.22%
Consumer Staples
10.65%
Health Care
20.55%
Utilities
3.02%
Not Classified
0.21%
Non Classified Equity
0.21%
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
0.00%
Less than 1 Year
0.00%
Intermediate
82.33%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
82.33%
Long Term
17.67%
10 to 20 Years
17.67%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2025
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