Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.55%
Stock 57.89%
Bond 41.50%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of February 28, 2026
Large 72.65%
Mid 23.44%
Small 3.90%
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Region Exposure

% Developed Markets: 98.51%    % Emerging Markets: 0.02%    % Unidentified Markets: 1.47%

Americas 90.06%
90.06%
Canada 60.56%
United States 29.51%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.87%
United Kingdom 5.02%
2.85%
France 0.95%
Germany 0.72%
Ireland 1.02%
Netherlands 0.11%
0.00%
0.00%
Greater Asia 0.60%
Japan 0.60%
0.00%
0.00%
0.00%
Unidentified Region 1.47%

Bond Credit Quality Exposure

AAA 10.35%
AA 20.79%
A 12.94%
BBB 23.63%
BB 15.74%
B 3.20%
Below B 0.29%
    CCC 0.29%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.25%
Not Available 12.80%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
37.30%
Materials
3.11%
Consumer Discretionary
6.86%
Financials
25.79%
Real Estate
1.54%
Sensitive
44.18%
Communication Services
6.87%
Energy
8.15%
Industrials
16.44%
Information Technology
12.73%
Defensive
16.56%
Consumer Staples
4.70%
Health Care
11.86%
Utilities
0.00%
Not Classified
1.95%
Non Classified Equity
1.95%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 19.30%
Corporate 55.06%
Securitized 0.05%
Municipal 20.08%
Other 5.51%
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Bond Maturity Exposure

Short Term
1.44%
Less than 1 Year
1.44%
Intermediate
45.01%
1 to 3 Years
7.35%
3 to 5 Years
14.67%
5 to 10 Years
22.99%
Long Term
52.46%
10 to 20 Years
10.95%
20 to 30 Years
27.13%
Over 30 Years
14.38%
Other
1.09%
As of February 28, 2026
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