Asset Allocation

As of February 29, 2024.
Type % Net
Cash 1.17%
Stock 58.67%
Bond 40.09%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

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

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 98.12%
99.24%
Canada 59.23%
United States 40.01%
-1.12%
As of February 29, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.81%
United Kingdom 0.03%
3.62%
Ireland 2.46%
Netherlands -0.05%
Switzerland -0.92%
0.00%
-1.84%
Israel -1.84%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.08%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
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 100.0%
Short Term 0.00%
As of February 29, 2024
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Stock Sector Exposure

Cyclical
30.81%
Materials
9.80%
Consumer Discretionary
7.23%
Financials
16.76%
Real Estate
-2.98%
Sensitive
41.91%
Communication Services
8.44%
Energy
3.54%
Industrials
12.14%
Information Technology
17.80%
Defensive
20.19%
Consumer Staples
2.80%
Health Care
17.39%
Utilities
0.00%
Not Classified
7.09%
Non Classified Equity
7.08%
Not Classified - Non Equity
0.00%
As of February 29, 2024
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Bond Sector Exposure

As of February 29, 2024
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
100.0%
Less than 1 Year
100.0%
Intermediate
0.00%
1 to 3 Years
0.00%
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 February 29, 2024
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