Asset Allocation

As of February 28, 2026.
Type % Net
Cash 6.18%
Stock 18.95%
Bond 65.00%
Convertible 0.00%
Preferred 5.82%
Other 4.06%
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Market Capitalization

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

% Developed Markets: 95.36%    % Emerging Markets: 0.49%    % Unidentified Markets: 4.15%

Americas 90.71%
89.34%
Canada 4.63%
United States 84.71%
1.37%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.01%
United Kingdom 1.37%
2.65%
France 0.40%
Germany 0.67%
Ireland 0.27%
Switzerland 0.27%
0.00%
0.00%
Greater Asia 1.13%
Japan 0.00%
0.00%
1.13%
Singapore 1.13%
0.00%
Unidentified Region 4.15%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 1.79%
BBB 36.74%
BB 48.36%
B 10.71%
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 2.39%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
34.27%
Materials
1.99%
Consumer Discretionary
4.12%
Financials
26.00%
Real Estate
2.16%
Sensitive
35.41%
Communication Services
7.99%
Energy
4.63%
Industrials
13.25%
Information Technology
9.53%
Defensive
27.44%
Consumer Staples
9.59%
Health Care
8.41%
Utilities
9.44%
Not Classified
2.88%
Non Classified Equity
2.88%
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 0.00%
Corporate 73.32%
Securitized 0.00%
Municipal 0.00%
Other 26.68%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
41.88%
1 to 3 Years
10.94%
3 to 5 Years
8.73%
5 to 10 Years
22.20%
Long Term
42.47%
10 to 20 Years
10.97%
20 to 30 Years
22.74%
Over 30 Years
8.76%
Other
15.65%
As of February 28, 2026
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