Asset Allocation

As of December 31, 2025.
Type % Net
Cash 11.20%
Stock 24.92%
Bond 62.90%
Convertible 0.00%
Preferred 0.00%
Other 0.98%
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Market Capitalization

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

% Developed Markets: 102.6%    % Emerging Markets: 4.18%    % Unidentified Markets: -6.78%

Americas 97.63%
92.45%
Canada 0.22%
United States 92.23%
5.18%
Brazil 2.08%
Mexico 1.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.06%
United Kingdom 4.08%
4.10%
France 0.28%
Ireland 1.64%
Netherlands 1.29%
Spain 0.06%
Sweden 0.18%
Switzerland 0.04%
0.00%
0.88%
Israel 0.06%
South Africa 0.80%
United Arab Emirates 0.02%
Greater Asia 0.09%
Japan 0.08%
0.00%
Australia 0.00%
0.01%
Singapore 0.01%
0.00%
Unidentified Region -6.78%

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
23.32%
Materials
0.85%
Consumer Discretionary
15.51%
Financials
6.15%
Real Estate
0.82%
Sensitive
68.81%
Communication Services
17.21%
Energy
1.30%
Industrials
3.64%
Information Technology
46.66%
Defensive
7.57%
Consumer Staples
2.10%
Health Care
4.43%
Utilities
1.04%
Not Classified
0.30%
Non Classified Equity
0.20%
Not Classified - Non Equity
0.10%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 9.64%
Corporate 22.64%
Securitized 66.62%
Municipal 0.00%
Other 1.10%
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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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