Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.04%
Stock 62.12%
Bond 37.72%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 62.83%
Mid 22.08%
Small 15.09%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.65%    % Emerging Markets: 2.85%    % Unidentified Markets: 0.12%

Americas 75.52%
74.55%
Canada 57.04%
United States 17.51%
0.97%
Brazil 0.88%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.13%
United Kingdom 5.10%
8.82%
Belgium 0.24%
Finland 0.75%
France 0.87%
Germany 0.66%
Ireland 1.09%
Italy 1.59%
Netherlands 1.39%
Norway 0.63%
Spain 0.03%
Sweden 0.82%
Switzerland 0.76%
0.02%
0.19%
Israel 0.19%
Greater Asia 9.85%
Japan 3.21%
0.81%
Australia 0.81%
3.87%
Singapore 0.45%
South Korea 1.30%
Taiwan 2.13%
1.95%
China 1.33%
India 0.62%
Unidentified Region 0.12%

Bond Credit Quality Exposure

AAA 23.03%
AA 18.42%
A 42.04%
BBB 6.31%
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 0.00%
Not Available 10.20%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
40.04%
Materials
9.57%
Consumer Discretionary
4.64%
Financials
24.47%
Real Estate
1.37%
Sensitive
44.05%
Communication Services
4.21%
Energy
4.82%
Industrials
20.07%
Information Technology
14.95%
Defensive
15.12%
Consumer Staples
3.01%
Health Care
9.25%
Utilities
2.85%
Not Classified
0.79%
Non Classified Equity
0.79%
Not Classified - Non Equity
0.00%
As of February 28, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 19.22%
Corporate 47.12%
Securitized 0.00%
Municipal 29.84%
Other 3.82%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
9.67%
Less than 1 Year
9.67%
Intermediate
70.74%
1 to 3 Years
8.70%
3 to 5 Years
19.18%
5 to 10 Years
42.87%
Long Term
18.92%
10 to 20 Years
2.78%
20 to 30 Years
14.47%
Over 30 Years
1.67%
Other
0.67%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial