Asset Allocation

As of December 31, 2025.
Type % Net
Cash 6.59%
Stock 77.58%
Bond 14.30%
Convertible 0.00%
Preferred 0.01%
Other 1.52%
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Market Capitalization

As of December 31, 2025
Large 72.17%
Mid 17.17%
Small 10.66%
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Region Exposure

% Developed Markets: 84.72%    % Emerging Markets: 10.82%    % Unidentified Markets: 4.43%

Americas 58.93%
57.96%
Canada 0.56%
United States 57.40%
0.96%
Brazil 0.25%
Chile 0.05%
Mexico 0.25%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.94%
United Kingdom 3.70%
9.81%
Austria 0.05%
Belgium 0.11%
Denmark 0.09%
Finland 0.15%
France 1.39%
Germany 3.25%
Greece 0.16%
Ireland 0.96%
Italy 0.55%
Netherlands 0.86%
Norway 0.03%
Portugal 0.06%
Spain 0.56%
Sweden 0.33%
Switzerland 1.20%
0.22%
1.20%
Israel 0.32%
Saudi Arabia 0.09%
South Africa 0.17%
Greater Asia 21.68%
Japan 7.53%
0.34%
Australia 0.31%
5.07%
Hong Kong 1.40%
Singapore 0.70%
South Korea 1.12%
Taiwan 1.69%
8.74%
China 4.82%
India 2.97%
Indonesia 0.05%
Pakistan 0.15%
Thailand 0.28%
Unidentified Region 4.43%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.27%
A 5.05%
BBB 1.62%
BB 16.93%
B 9.26%
Below B 0.99%
    CCC 0.99%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.87%
Not Available 62.02%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
35.25%
Materials
2.40%
Consumer Discretionary
8.56%
Financials
19.85%
Real Estate
4.44%
Sensitive
56.59%
Communication Services
8.46%
Energy
0.95%
Industrials
13.93%
Information Technology
33.25%
Defensive
6.69%
Consumer Staples
1.78%
Health Care
2.80%
Utilities
2.10%
Not Classified
1.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.46%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 49.18%
Corporate 50.82%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
43.50%
Less than 1 Year
43.50%
Intermediate
20.41%
1 to 3 Years
12.02%
3 to 5 Years
5.09%
5 to 10 Years
3.30%
Long Term
10.15%
10 to 20 Years
0.99%
20 to 30 Years
6.39%
Over 30 Years
2.77%
Other
25.94%
As of December 31, 2025
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