Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.12%
Stock 53.34%
Bond 45.08%
Convertible 0.00%
Preferred 0.00%
Other 0.46%
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Market Capitalization

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

% Developed Markets: 95.61%    % Emerging Markets: 1.13%    % Unidentified Markets: 3.26%

Americas 74.14%
73.11%
Canada 3.19%
United States 69.92%
1.03%
Brazil 0.23%
Colombia 0.01%
Mexico 0.38%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.21%
United Kingdom 2.60%
11.89%
Austria 0.09%
Belgium 0.37%
Denmark 0.43%
Finland 0.16%
France 2.23%
Germany 0.64%
Ireland 1.18%
Italy 1.08%
Netherlands 1.88%
Norway 0.33%
Portugal 0.08%
Spain 0.84%
Sweden 0.63%
Switzerland 1.87%
0.03%
Poland 0.03%
0.68%
Israel 0.68%
Greater Asia 7.40%
Japan 3.60%
1.40%
Australia 1.38%
2.14%
Hong Kong 0.63%
Singapore 0.66%
South Korea 0.44%
Taiwan 0.42%
0.25%
India 0.25%
Unidentified Region 3.26%

Bond Credit Quality Exposure

AAA 3.75%
AA 24.18%
A 7.51%
BBB 19.13%
BB 8.58%
B 8.26%
Below B 0.46%
    CCC 0.46%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 28.13%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
18.96%
Materials
4.00%
Consumer Discretionary
3.92%
Financials
10.83%
Real Estate
0.20%
Sensitive
22.59%
Communication Services
0.49%
Energy
3.56%
Industrials
12.31%
Information Technology
6.23%
Defensive
11.68%
Consumer Staples
2.21%
Health Care
4.29%
Utilities
5.18%
Not Classified
46.77%
Non Classified Equity
0.16%
Not Classified - Non Equity
46.61%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 23.44%
Corporate 40.21%
Securitized 34.14%
Municipal 1.61%
Other 0.59%
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Bond Maturity Exposure

Short Term
6.13%
Less than 1 Year
6.13%
Intermediate
51.16%
1 to 3 Years
13.14%
3 to 5 Years
14.36%
5 to 10 Years
23.67%
Long Term
42.71%
10 to 20 Years
5.97%
20 to 30 Years
36.34%
Over 30 Years
0.40%
Other
0.00%
As of December 31, 2025
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