Asset Allocation

As of February 28, 2026.
Type % Net
Cash 12.92%
Stock -6.15%
Bond 68.33%
Convertible 0.00%
Preferred 0.70%
Other 24.20%
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Market Capitalization

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

% Developed Markets: 68.33%    % Emerging Markets: 3.38%    % Unidentified Markets: 28.29%

Americas 66.21%
62.63%
Canada 40.33%
United States 22.29%
3.58%
Argentina 0.06%
Brazil 0.00%
Chile 0.32%
Colombia -0.00%
Mexico 1.67%
Peru 0.00%
Venezuela 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.07%
United Kingdom 0.12%
3.94%
Austria -0.00%
Belgium -0.00%
Denmark -0.00%
Finland -0.00%
France -0.01%
Germany -0.00%
Greece -0.00%
Ireland -0.07%
Italy -0.00%
Netherlands 1.11%
Norway 0.50%
Spain -0.00%
Sweden -0.00%
Switzerland 0.18%
0.01%
Poland 0.00%
Turkey 0.00%
0.01%
Egypt 0.00%
Israel -0.00%
Nigeria 0.00%
South Africa 0.00%
United Arab Emirates -0.00%
Greater Asia 1.43%
Japan -0.01%
-0.02%
Australia -0.02%
0.44%
Hong Kong 0.47%
Singapore -0.02%
1.02%
China 1.02%
India 0.00%
Indonesia 0.00%
Kazakhstan 0.00%
Malaysia 0.00%
Philippines 0.00%
Thailand -0.01%
Unidentified Region 28.29%

Bond Credit Quality Exposure

AAA 2.98%
AA 0.63%
A 3.41%
BBB 7.68%
BB 15.49%
B 15.91%
Below B 1.29%
    CCC 0.80%
    CC -0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.50%
Not Rated 0.07%
Not Available 52.54%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
-3.66%
Materials
-0.33%
Consumer Discretionary
-1.68%
Financials
-1.36%
Real Estate
-0.30%
Sensitive
-7.28%
Communication Services
-1.27%
Energy
-0.45%
Industrials
-1.31%
Information Technology
-4.25%
Defensive
-2.29%
Consumer Staples
-0.62%
Health Care
-1.38%
Utilities
-0.29%
Not Classified
113.2%
Non Classified Equity
-0.13%
Not Classified - Non Equity
113.4%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 19.80%
Corporate 63.88%
Securitized 4.73%
Municipal 0.00%
Other 11.58%
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Bond Maturity Exposure

Short Term
22.66%
Less than 1 Year
22.66%
Intermediate
66.01%
1 to 3 Years
13.57%
3 to 5 Years
32.36%
5 to 10 Years
20.08%
Long Term
10.39%
10 to 20 Years
6.01%
20 to 30 Years
2.87%
Over 30 Years
1.51%
Other
0.94%
As of February 28, 2026
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