Asset Allocation

As of December 31, 2025.
Type % Net
Cash 6.02%
Stock 89.13%
Bond 4.73%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of December 31, 2025
Large 66.81%
Mid 16.96%
Small 16.23%
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Region Exposure

% Developed Markets: 97.93%    % Emerging Markets: 1.43%    % Unidentified Markets: 0.65%

Americas 70.71%
69.88%
Canada 9.76%
United States 60.12%
0.82%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.63%
United Kingdom 4.70%
15.42%
Austria 0.90%
Belgium 1.99%
France 4.02%
Germany 2.28%
Ireland 1.68%
Italy 0.92%
Netherlands 0.91%
Spain 0.42%
Switzerland 1.28%
0.00%
0.52%
Israel 0.52%
Greater Asia 8.01%
Japan 5.95%
0.00%
1.41%
Hong Kong 0.84%
Singapore 0.84%
Taiwan -0.27%
0.65%
China 0.65%
Unidentified Region 0.65%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
33.84%
Materials
2.22%
Consumer Discretionary
13.36%
Financials
16.95%
Real Estate
1.31%
Sensitive
50.18%
Communication Services
10.31%
Energy
0.84%
Industrials
16.23%
Information Technology
22.81%
Defensive
15.15%
Consumer Staples
3.87%
Health Care
10.19%
Utilities
1.09%
Not Classified
0.82%
Non Classified Equity
0.82%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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