Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.94%
Stock 58.78%
Bond 39.76%
Convertible 0.00%
Preferred 0.00%
Other 0.53%
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Market Capitalization

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

% Developed Markets: 99.42%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.58%

Americas 97.19%
97.19%
Canada 67.07%
United States 30.12%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.06%
United Kingdom 0.69%
1.37%
France 0.65%
Ireland 0.50%
Netherlands 0.14%
Switzerland 0.08%
0.00%
0.00%
Greater Asia 0.17%
Japan 0.00%
0.00%
0.17%
Singapore 0.17%
0.00%
Unidentified Region 0.58%

Bond Credit Quality Exposure

AAA 1.43%
AA 1.00%
A 39.04%
BBB 44.64%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.81%
Not Available 13.08%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
25.04%
Materials
6.42%
Consumer Discretionary
5.37%
Financials
11.47%
Real Estate
1.78%
Sensitive
26.35%
Communication Services
2.78%
Energy
6.37%
Industrials
6.60%
Information Technology
10.61%
Defensive
7.99%
Consumer Staples
2.56%
Health Care
2.63%
Utilities
2.81%
Not Classified
40.61%
Non Classified Equity
0.25%
Not Classified - Non Equity
40.36%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 5.68%
Corporate 74.04%
Securitized 1.43%
Municipal 0.00%
Other 18.85%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
74.22%
1 to 3 Years
20.17%
3 to 5 Years
16.19%
5 to 10 Years
37.86%
Long Term
25.78%
10 to 20 Years
10.81%
20 to 30 Years
13.54%
Over 30 Years
1.42%
Other
0.00%
As of December 31, 2025
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