Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.08%
Stock 16.79%
Bond 40.22%
Convertible 0.00%
Preferred -0.72%
Other 43.78%
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Market Capitalization

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

% Developed Markets: 56.52%    % Emerging Markets: -0.04%    % Unidentified Markets: 43.51%

Americas 39.00%
35.59%
Canada 0.04%
United States 35.55%
3.42%
Mexico -0.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.70%
United Kingdom 1.72%
7.98%
Belgium 0.33%
Denmark -0.01%
Finland 0.64%
France 3.87%
Germany 0.21%
Ireland 0.59%
Italy 0.50%
Netherlands 1.01%
Norway 0.13%
Portugal 0.07%
Spain 0.02%
Sweden 0.62%
Switzerland 0.79%
0.00%
0.00%
Greater Asia 7.79%
Japan 5.98%
1.21%
Australia 1.04%
0.67%
Hong Kong 0.38%
Singapore 0.29%
-0.08%
China 0.05%
Thailand -0.13%
Unidentified Region 43.51%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.06%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 99.94%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
38.76%
Materials
-3.96%
Consumer Discretionary
20.80%
Financials
27.51%
Real Estate
-5.60%
Sensitive
19.19%
Communication Services
2.26%
Energy
2.97%
Industrials
13.69%
Information Technology
0.26%
Defensive
-21.11%
Consumer Staples
-7.15%
Health Care
-0.71%
Utilities
-13.25%
Not Classified
63.16%
Non Classified Equity
-0.09%
Not Classified - Non Equity
63.26%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
99.98%
Less than 1 Year
99.98%
Intermediate
0.02%
1 to 3 Years
0.02%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2025
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