Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.06%
Stock 20.60%
Bond 76.14%
Convertible 0.00%
Preferred 0.22%
Other 1.98%
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Market Capitalization

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

% Developed Markets: 95.37%    % Emerging Markets: 0.04%    % Unidentified Markets: 4.59%

Americas 83.00%
82.61%
Canada 45.50%
United States 37.12%
0.39%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.76%
United Kingdom 5.65%
5.12%
Denmark 0.00%
France 1.37%
Ireland 1.36%
Netherlands 1.12%
Sweden 0.03%
Switzerland 0.19%
0.00%
0.00%
Greater Asia 1.64%
Japan 1.56%
0.08%
Australia 0.08%
0.00%
0.00%
Unidentified Region 4.59%

Bond Credit Quality Exposure

AAA 1.16%
AA 15.93%
A 3.96%
BBB 22.58%
BB 32.41%
B 11.57%
Below B 1.16%
    CCC 1.16%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 11.22%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
33.09%
Materials
2.72%
Consumer Discretionary
5.38%
Financials
22.04%
Real Estate
2.94%
Sensitive
58.00%
Communication Services
9.72%
Energy
2.13%
Industrials
13.36%
Information Technology
32.79%
Defensive
8.63%
Consumer Staples
4.26%
Health Care
3.81%
Utilities
0.55%
Not Classified
0.29%
Non Classified Equity
0.29%
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 19.35%
Corporate 75.20%
Securitized 0.05%
Municipal 0.00%
Other 5.40%
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Bond Maturity Exposure

Short Term
2.77%
Less than 1 Year
2.77%
Intermediate
52.30%
1 to 3 Years
5.05%
3 to 5 Years
22.25%
5 to 10 Years
25.00%
Long Term
43.16%
10 to 20 Years
3.47%
20 to 30 Years
19.22%
Over 30 Years
20.46%
Other
1.77%
As of December 31, 2025
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