Asset Allocation

As of December 31, 2025.
Type % Net
Cash -172.5%
Stock 44.36%
Bond 141.9%
Convertible 0.00%
Preferred 0.00%
Other 86.23%
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Market Capitalization

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

% Developed Markets: 197.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -97.22%

Americas 188.8%
187.6%
Canada 0.83%
United States 186.8%
1.23%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.10%
United Kingdom 0.33%
4.77%
Denmark 0.82%
France 0.02%
Ireland 3.25%
Italy 0.41%
Netherlands 0.22%
Switzerland 0.05%
0.00%
0.00%
Greater Asia 3.29%
Japan 3.29%
0.00%
0.00%
0.00%
Unidentified Region -97.22%

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
98.29%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
98.29%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.71%
Non Classified Equity
1.66%
Not Classified - Non Equity
0.05%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 85.83%
Corporate 1.27%
Securitized 12.77%
Municipal 0.00%
Other 0.14%
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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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