Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.80%
Stock 51.63%
Bond 43.88%
Convertible 0.00%
Preferred 2.52%
Other 1.17%
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Market Capitalization

As of December 31, 2025
Large 76.36%
Mid 14.42%
Small 9.22%
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Region Exposure

% Developed Markets: 98.23%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.77%

Americas 96.01%
95.07%
Canada 0.66%
United States 94.41%
0.95%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.97%
United Kingdom 0.23%
1.74%
Greece 0.41%
Ireland 1.12%
0.00%
0.00%
Greater Asia 0.24%
Japan 0.00%
0.24%
Australia 0.24%
0.00%
0.00%
Unidentified Region 1.77%

Bond Credit Quality Exposure

AAA 0.00%
AA 3.47%
A 0.00%
BBB 15.19%
BB 52.59%
B 26.71%
Below B 0.76%
    CCC 0.76%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.27%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
37.47%
Materials
0.00%
Consumer Discretionary
8.60%
Financials
24.27%
Real Estate
4.60%
Sensitive
38.41%
Communication Services
10.13%
Energy
2.71%
Industrials
3.31%
Information Technology
22.25%
Defensive
23.47%
Consumer Staples
1.54%
Health Care
13.78%
Utilities
8.15%
Not Classified
0.65%
Non Classified Equity
0.65%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 3.47%
Corporate 90.93%
Securitized 0.00%
Municipal 0.00%
Other 5.59%
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Bond Maturity Exposure

Short Term
0.31%
Less than 1 Year
0.31%
Intermediate
89.28%
1 to 3 Years
22.46%
3 to 5 Years
19.82%
5 to 10 Years
47.00%
Long Term
6.52%
10 to 20 Years
2.41%
20 to 30 Years
2.23%
Over 30 Years
1.88%
Other
3.89%
As of December 31, 2025
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