Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.39%
Stock 42.59%
Bond 54.94%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of December 31, 2025
Large 72.06%
Mid 19.55%
Small 8.39%
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Region Exposure

% Developed Markets: 94.09%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.91%

Americas 93.31%
93.31%
Canada 0.68%
United States 92.63%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.78%
United Kingdom 0.30%
0.47%
Ireland 0.47%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 5.91%

Bond Credit Quality Exposure

AAA 0.00%
AA 47.58%
A 0.24%
BBB 15.62%
BB 10.48%
B 15.23%
Below B 0.49%
    CCC 0.49%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 10.35%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
18.97%
Materials
0.00%
Consumer Discretionary
8.48%
Financials
9.96%
Real Estate
0.53%
Sensitive
47.60%
Communication Services
7.83%
Energy
3.18%
Industrials
8.03%
Information Technology
28.56%
Defensive
23.60%
Consumer Staples
1.23%
Health Care
13.78%
Utilities
8.59%
Not Classified
9.83%
Non Classified Equity
0.00%
Not Classified - Non Equity
9.83%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 49.06%
Corporate 44.67%
Securitized 0.00%
Municipal 0.00%
Other 6.28%
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Bond Maturity Exposure

Short Term
3.52%
Less than 1 Year
3.52%
Intermediate
90.83%
1 to 3 Years
5.59%
3 to 5 Years
27.96%
5 to 10 Years
57.28%
Long Term
3.85%
10 to 20 Years
1.46%
20 to 30 Years
0.46%
Over 30 Years
1.94%
Other
1.80%
As of December 31, 2025
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