Asset Allocation

As of December 31, 2025.
Type % Net
Cash 24.45%
Stock 71.28%
Bond 4.37%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of December 31, 2025
Large 81.11%
Mid 14.96%
Small 3.93%
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Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.39%

Americas 97.89%
97.84%
Canada 0.03%
United States 97.81%
0.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.65%
United Kingdom 0.32%
1.33%
Ireland 1.04%
Netherlands 0.06%
Switzerland 0.22%
0.00%
0.00%
Greater Asia 0.07%
Japan 0.00%
0.00%
0.07%
Singapore 0.07%
0.00%
Unidentified Region 0.39%

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
26.98%
Materials
1.81%
Consumer Discretionary
10.38%
Financials
13.05%
Real Estate
1.74%
Sensitive
55.02%
Communication Services
10.40%
Energy
2.77%
Industrials
7.75%
Information Technology
34.10%
Defensive
16.11%
Consumer Staples
4.47%
Health Care
9.43%
Utilities
2.21%
Not Classified
1.89%
Non Classified Equity
0.14%
Not Classified - Non Equity
1.75%
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 --
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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