Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.72%
Stock 57.82%
Bond 38.61%
Convertible 0.00%
Preferred 0.04%
Other 0.81%
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Market Capitalization

As of February 28, 2026
Large 84.19%
Mid 9.48%
Small 6.32%
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Region Exposure

% Developed Markets: 98.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.15%

Americas 98.85%
98.01%
Canada 97.71%
United States 0.30%
0.85%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.15%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 31.76%
BBB 47.74%
BB 2.11%
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 2.15%
Not Available 16.25%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
54.81%
Materials
12.05%
Consumer Discretionary
1.92%
Financials
38.09%
Real Estate
2.75%
Sensitive
30.48%
Communication Services
2.33%
Energy
16.56%
Industrials
11.58%
Information Technology
0.00%
Defensive
11.05%
Consumer Staples
3.26%
Health Care
1.51%
Utilities
6.28%
Not Classified
3.66%
Non Classified Equity
3.66%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 5.60%
Corporate 72.50%
Securitized 0.00%
Municipal 0.00%
Other 21.91%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
73.23%
1 to 3 Years
20.15%
3 to 5 Years
17.07%
5 to 10 Years
36.02%
Long Term
26.77%
10 to 20 Years
8.12%
20 to 30 Years
12.70%
Over 30 Years
5.95%
Other
0.00%
As of February 28, 2026
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