Asset Allocation

As of December 31, 2025.
Type % Net
Cash 37.01%
Stock 26.31%
Bond 22.14%
Convertible -0.00%
Preferred -0.32%
Other 14.87%
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Market Capitalization

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

% Developed Markets: 73.69%    % Emerging Markets: 0.14%    % Unidentified Markets: 26.18%

Americas 70.96%
70.45%
Canada 0.20%
United States 70.25%
0.51%
Argentina 0.00%
Brazil -0.05%
Chile -0.01%
Colombia -0.00%
Mexico 0.17%
Peru -0.00%
Venezuela 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.78%
United Kingdom 1.35%
0.59%
Austria -0.00%
Belgium -0.00%
Denmark -0.01%
Finland -0.01%
France 0.13%
Germany 0.02%
Greece 0.00%
Ireland 0.01%
Italy 0.01%
Netherlands 0.03%
Norway 0.00%
Portugal -0.00%
Spain -0.00%
Sweden -0.01%
Switzerland 0.37%
0.01%
Czech Republic 0.00%
Poland -0.00%
Turkey 0.00%
0.84%
Egypt 0.00%
Israel 0.82%
Nigeria 0.00%
Qatar -0.00%
South Africa 0.01%
United Arab Emirates 0.01%
Greater Asia 0.09%
Japan -0.03%
0.05%
Australia 0.04%
0.09%
Hong Kong -0.01%
Singapore -0.02%
South Korea 0.08%
Taiwan 0.03%
-0.02%
China -0.03%
India 0.01%
Indonesia 0.00%
Kazakhstan 0.00%
Malaysia -0.00%
Philippines -0.00%
Thailand -0.00%
Unidentified Region 26.18%

Bond Credit Quality Exposure

AAA 17.00%
AA 4.25%
A 5.21%
BBB 10.68%
BB 2.22%
B 0.88%
Below B 0.07%
    CCC 0.07%
    CC -0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 3.76%
Not Available 55.93%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
16.10%
Materials
1.79%
Consumer Discretionary
0.70%
Financials
11.94%
Real Estate
1.66%
Sensitive
20.02%
Communication Services
7.74%
Energy
-0.05%
Industrials
7.96%
Information Technology
4.37%
Defensive
9.04%
Consumer Staples
-0.02%
Health Care
7.34%
Utilities
1.71%
Not Classified
54.85%
Non Classified Equity
-0.30%
Not Classified - Non Equity
55.14%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 43.17%
Corporate 13.88%
Securitized 42.50%
Municipal -0.99%
Other 1.44%
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Bond Maturity Exposure

Short Term
45.08%
Less than 1 Year
45.08%
Intermediate
14.44%
1 to 3 Years
6.81%
3 to 5 Years
4.98%
5 to 10 Years
2.65%
Long Term
39.82%
10 to 20 Years
13.57%
20 to 30 Years
16.08%
Over 30 Years
10.17%
Other
0.66%
As of December 31, 2025
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