Asset Allocation

As of February 28, 2026.
Type % Net
Cash -0.45%
Stock 34.33%
Bond 56.99%
Convertible 0.00%
Preferred 0.05%
Other 9.08%
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Market Capitalization

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

% Developed Markets: 87.74%    % Emerging Markets: 0.86%    % Unidentified Markets: 11.40%

Americas 77.21%
76.07%
Canada 0.49%
United States 75.57%
1.14%
Argentina 0.07%
Brazil 0.03%
Colombia 0.07%
Mexico 0.28%
Peru 0.01%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.36%
United Kingdom 1.58%
5.45%
Austria 0.02%
Belgium 0.17%
Denmark 0.16%
Finland 0.08%
France 0.96%
Germany 0.75%
Ireland 0.69%
Italy 0.22%
Netherlands 0.62%
Norway 0.17%
Portugal 0.01%
Spain 0.31%
Sweden 0.34%
Switzerland 0.89%
0.08%
Poland 0.01%
0.25%
Egypt 0.01%
Israel 0.14%
Saudi Arabia 0.00%
South Africa 0.02%
Greater Asia 4.03%
Japan 2.21%
0.95%
Australia 0.93%
0.77%
Hong Kong 0.37%
Singapore 0.40%
0.10%
China 0.00%
India 0.01%
Indonesia 0.04%
Philippines 0.04%
Thailand 0.01%
Unidentified Region 11.40%

Bond Credit Quality Exposure

AAA 9.92%
AA 57.39%
A 5.11%
BBB 9.48%
BB 2.14%
B 1.19%
Below B 0.38%
    CCC 0.38%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.23%
Not Available 14.17%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
15.49%
Materials
0.90%
Consumer Discretionary
2.90%
Financials
4.58%
Real Estate
7.12%
Sensitive
14.37%
Communication Services
2.45%
Energy
0.93%
Industrials
3.48%
Information Technology
7.50%
Defensive
5.24%
Consumer Staples
1.53%
Health Care
2.95%
Utilities
0.77%
Not Classified
64.90%
Non Classified Equity
0.59%
Not Classified - Non Equity
64.31%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 61.07%
Corporate 16.65%
Securitized 21.19%
Municipal 0.31%
Other 0.77%
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Bond Maturity Exposure

Short Term
6.74%
Less than 1 Year
6.74%
Intermediate
55.55%
1 to 3 Years
17.48%
3 to 5 Years
14.53%
5 to 10 Years
23.54%
Long Term
37.49%
10 to 20 Years
14.67%
20 to 30 Years
18.15%
Over 30 Years
4.67%
Other
0.22%
As of February 28, 2026
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