Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.38%
Stock 57.98%
Bond 36.94%
Convertible 0.00%
Preferred 0.05%
Other 0.64%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 75.05%
Mid 17.49%
Small 7.46%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 0.54%    % Unidentified Markets: 0.68%

Americas 97.61%
97.26%
Canada 89.77%
United States 7.49%
0.34%
Brazil 0.06%
Colombia 0.23%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.90%
United Kingdom 0.52%
0.34%
Austria 0.03%
Finland 0.04%
France 0.02%
Germany 0.10%
Netherlands 0.00%
Norway 0.07%
Switzerland 0.03%
0.05%
Czech Republic 0.05%
0.00%
Greater Asia 0.81%
Japan 0.10%
0.47%
Australia 0.30%
0.05%
South Korea 0.05%
0.20%
China 0.03%
Indonesia 0.07%
Malaysia 0.02%
Philippines 0.08%
Unidentified Region 0.68%

Bond Credit Quality Exposure

AAA 30.94%
AA 18.73%
A 23.13%
BBB 19.48%
BB 1.79%
B 0.53%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.08%
Not Available 5.33%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
56.98%
Materials
10.57%
Consumer Discretionary
3.97%
Financials
38.31%
Real Estate
4.13%
Sensitive
28.38%
Communication Services
2.87%
Energy
11.29%
Industrials
12.75%
Information Technology
1.46%
Defensive
10.34%
Consumer Staples
3.89%
Health Care
0.52%
Utilities
5.94%
Not Classified
4.30%
Non Classified Equity
4.30%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 22.40%
Corporate 44.83%
Securitized 1.63%
Municipal 25.52%
Other 5.63%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.52%
Less than 1 Year
0.52%
Intermediate
76.05%
1 to 3 Years
9.25%
3 to 5 Years
24.77%
5 to 10 Years
42.03%
Long Term
23.19%
10 to 20 Years
4.18%
20 to 30 Years
14.99%
Over 30 Years
4.03%
Other
0.24%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial