Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.88%
Stock 59.27%
Bond 38.12%
Convertible 0.00%
Preferred 0.00%
Other 1.72%
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Market Capitalization

As of February 28, 2026
Large 89.87%
Mid 6.44%
Small 3.69%
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Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 0.11%    % Unidentified Markets: 0.73%

Americas 88.59%
87.45%
Canada 26.44%
United States 61.00%
1.14%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.37%
United Kingdom 3.49%
5.87%
France 0.35%
Ireland 3.44%
Netherlands 0.55%
Sweden 0.83%
Switzerland 0.70%
0.00%
0.00%
Greater Asia 1.32%
Japan 1.24%
0.07%
Australia 0.07%
0.00%
0.00%
Unidentified Region 0.73%

Bond Credit Quality Exposure

AAA 0.87%
AA 5.96%
A 34.31%
BBB 51.25%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.05%
Not Available 6.56%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
19.80%
Materials
3.16%
Consumer Discretionary
4.47%
Financials
12.18%
Real Estate
0.00%
Sensitive
28.46%
Communication Services
3.24%
Energy
0.00%
Industrials
8.43%
Information Technology
16.79%
Defensive
12.05%
Consumer Staples
4.23%
Health Care
6.19%
Utilities
1.63%
Not Classified
39.69%
Non Classified Equity
0.00%
Not Classified - Non Equity
39.69%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.98%
Corporate 86.86%
Securitized 0.24%
Municipal 0.00%
Other 11.92%
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Bond Maturity Exposure

Short Term
1.07%
Less than 1 Year
1.07%
Intermediate
78.87%
1 to 3 Years
14.10%
3 to 5 Years
14.55%
5 to 10 Years
50.23%
Long Term
20.06%
10 to 20 Years
5.15%
20 to 30 Years
13.77%
Over 30 Years
1.14%
Other
0.00%
As of February 28, 2026
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