Asset Allocation

As of December 31, 2025.
Type % Net
Cash 10.64%
Stock 13.90%
Bond 73.24%
Convertible 0.00%
Preferred 0.00%
Other 2.21%
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Market Capitalization

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

% Developed Markets: 132.7%    % Emerging Markets: 10.76%    % Unidentified Markets: -43.42%

Americas 134.9%
123.9%
Canada 0.18%
United States 123.7%
10.96%
Brazil 1.88%
Colombia 0.23%
Mexico 1.33%
Peru 3.66%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.81%
United Kingdom 0.62%
3.67%
France 0.00%
Ireland 3.12%
Netherlands 0.01%
Sweden 0.00%
Switzerland 0.04%
0.94%
Poland 0.48%
Turkey 0.19%
2.58%
South Africa 2.41%
Greater Asia 0.72%
Japan 0.43%
0.00%
Australia 0.00%
0.29%
Singapore 0.29%
0.00%
Unidentified Region -43.42%

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
19.05%
Materials
1.27%
Consumer Discretionary
7.33%
Financials
9.22%
Real Estate
1.23%
Sensitive
38.78%
Communication Services
7.33%
Energy
1.95%
Industrials
5.46%
Information Technology
24.04%
Defensive
11.35%
Consumer Staples
3.15%
Health Care
6.65%
Utilities
1.56%
Not Classified
30.81%
Non Classified Equity
0.10%
Not Classified - Non Equity
30.72%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 21.18%
Corporate 4.98%
Securitized 73.84%
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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