Asset Allocation

As of December 31, 2025.
Type % Net
Cash -6.85%
Stock 39.96%
Bond 72.07%
Convertible 0.00%
Preferred 0.00%
Other -5.18%
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Market Capitalization

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

% Developed Markets: 157.4%    % Emerging Markets: 7.76%    % Unidentified Markets: -65.19%

Americas 155.5%
149.0%
Canada 0.21%
United States 148.8%
6.55%
Colombia 0.21%
Mexico 1.24%
Peru 3.15%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.24%
United Kingdom 0.80%
5.38%
France 0.00%
Ireland 3.29%
Netherlands 1.42%
Sweden 0.00%
Switzerland 0.18%
0.34%
Turkey 0.10%
2.71%
South Africa 2.49%
United Arab Emirates 0.05%
Greater Asia 0.43%
Japan 0.36%
0.00%
Australia 0.00%
0.03%
Singapore 0.03%
0.04%
Kazakhstan 0.04%
Unidentified Region -65.19%

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
26.68%
Materials
1.35%
Consumer Discretionary
14.18%
Financials
9.83%
Real Estate
1.32%
Sensitive
58.56%
Communication Services
13.47%
Energy
2.08%
Industrials
5.82%
Information Technology
37.19%
Defensive
12.10%
Consumer Staples
3.36%
Health Care
7.08%
Utilities
1.66%
Not Classified
2.66%
Non Classified Equity
0.50%
Not Classified - Non Equity
2.16%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 13.44%
Corporate 5.32%
Securitized 80.99%
Municipal 0.08%
Other 0.17%
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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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