Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.93%
Stock 57.85%
Bond 40.08%
Convertible 0.00%
Preferred 0.45%
Other 0.69%
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Market Capitalization

As of February 28, 2026
Large 66.94%
Mid 20.18%
Small 12.88%
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Region Exposure

% Developed Markets: 93.09%    % Emerging Markets: 3.04%    % Unidentified Markets: 3.87%

Americas 76.01%
75.46%
Canada 6.28%
United States 69.18%
0.55%
Brazil 0.48%
Chile 0.07%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.13%
United Kingdom 3.00%
5.87%
Austria 0.07%
Finland 0.21%
France 2.82%
Germany 0.28%
Ireland 0.18%
Italy 0.65%
Netherlands 0.08%
Norway 0.91%
Spain 0.10%
Sweden 0.08%
Switzerland 0.24%
0.44%
Czech Republic 0.44%
0.83%
Israel 0.72%
Qatar 0.08%
United Arab Emirates 0.03%
Greater Asia 9.99%
Japan 0.82%
3.20%
Australia 1.79%
3.93%
Hong Kong 0.03%
Singapore 0.00%
South Korea 1.95%
Taiwan 1.95%
2.05%
China 0.08%
India 0.41%
Indonesia 0.63%
Malaysia 0.21%
Philippines 0.72%
Unidentified Region 3.87%

Bond Credit Quality Exposure

AAA 12.40%
AA 17.36%
A 6.78%
BBB 27.68%
BB 12.96%
B 4.72%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.11%
Not Available 17.98%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
30.07%
Materials
0.87%
Consumer Discretionary
12.26%
Financials
8.09%
Real Estate
8.85%
Sensitive
41.07%
Communication Services
9.64%
Energy
4.22%
Industrials
5.86%
Information Technology
21.36%
Defensive
26.20%
Consumer Staples
5.80%
Health Care
20.40%
Utilities
0.00%
Not Classified
2.65%
Non Classified Equity
2.65%
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 26.75%
Corporate 48.87%
Securitized 12.41%
Municipal 2.62%
Other 9.36%
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Bond Maturity Exposure

Short Term
3.38%
Less than 1 Year
3.38%
Intermediate
53.64%
1 to 3 Years
3.64%
3 to 5 Years
13.79%
5 to 10 Years
36.21%
Long Term
39.40%
10 to 20 Years
12.82%
20 to 30 Years
17.56%
Over 30 Years
9.02%
Other
3.58%
As of February 28, 2026
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