Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.93%
Stock 57.87%
Bond 38.34%
Convertible 0.00%
Preferred 0.01%
Other 0.83%
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Market Capitalization

As of February 28, 2026
Large 72.45%
Mid 23.45%
Small 4.11%
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Region Exposure

% Developed Markets: 97.66%    % Emerging Markets: 0.04%    % Unidentified Markets: 2.30%

Americas 91.31%
91.26%
Canada 54.94%
United States 36.32%
0.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.42%
United Kingdom 2.12%
3.30%
France 0.82%
Germany 0.73%
Ireland 1.12%
Netherlands 0.29%
0.00%
0.00%
Greater Asia 0.97%
Japan 0.97%
0.00%
0.00%
0.00%
Unidentified Region 2.30%

Bond Credit Quality Exposure

AAA 2.51%
AA 2.50%
A 9.93%
BBB 28.01%
BB 31.05%
B 10.93%
Below B 0.78%
    CCC 0.78%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.65%
Not Available 13.64%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
22.10%
Materials
1.85%
Consumer Discretionary
4.09%
Financials
15.26%
Real Estate
0.89%
Sensitive
26.35%
Communication Services
4.09%
Energy
4.87%
Industrials
9.80%
Information Technology
7.59%
Defensive
9.88%
Consumer Staples
2.81%
Health Care
7.07%
Utilities
0.00%
Not Classified
41.67%
Non Classified Equity
1.17%
Not Classified - Non Equity
40.51%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 5.84%
Corporate 86.10%
Securitized 0.26%
Municipal 0.00%
Other 7.79%
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Bond Maturity Exposure

Short Term
3.24%
Less than 1 Year
3.24%
Intermediate
65.95%
1 to 3 Years
11.24%
3 to 5 Years
20.90%
5 to 10 Years
33.81%
Long Term
29.69%
10 to 20 Years
4.31%
20 to 30 Years
10.69%
Over 30 Years
14.68%
Other
1.12%
As of February 28, 2026
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