Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.30%
Stock 55.01%
Bond 40.24%
Convertible 0.00%
Preferred 2.57%
Other 0.88%
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Market Capitalization

As of February 28, 2026
Large 75.13%
Mid 14.85%
Small 10.02%
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Region Exposure

% Developed Markets: 98.03%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.97%

Americas 95.84%
94.90%
Canada 0.66%
United States 94.24%
0.95%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.95%
United Kingdom 0.23%
1.72%
Greece 0.40%
Ireland 1.13%
0.00%
0.00%
Greater Asia 0.24%
Japan 0.00%
0.24%
Australia 0.24%
0.00%
0.00%
Unidentified Region 1.97%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.48%
A 0.00%
BBB 14.50%
BB 53.71%
B 28.30%
Below B 0.64%
    CCC 0.64%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.38%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
34.92%
Materials
0.00%
Consumer Discretionary
11.99%
Financials
17.98%
Real Estate
4.95%
Sensitive
35.90%
Communication Services
9.49%
Energy
2.93%
Industrials
4.74%
Information Technology
18.75%
Defensive
28.56%
Consumer Staples
1.68%
Health Care
16.14%
Utilities
10.74%
Not Classified
0.62%
Non Classified Equity
0.62%
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 1.48%
Corporate 93.01%
Securitized 0.00%
Municipal 0.00%
Other 5.51%
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Bond Maturity Exposure

Short Term
0.33%
Less than 1 Year
0.33%
Intermediate
90.79%
1 to 3 Years
21.10%
3 to 5 Years
18.92%
5 to 10 Years
50.76%
Long Term
5.24%
10 to 20 Years
0.95%
20 to 30 Years
2.19%
Over 30 Years
2.10%
Other
3.64%
As of February 28, 2026
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