Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.01%
Stock 56.93%
Bond 37.59%
Convertible 0.02%
Preferred 0.00%
Other 5.48%
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Market Capitalization

As of December 31, 2025
Large 83.12%
Mid 13.68%
Small 3.20%
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Region Exposure

% Developed Markets: 92.26%    % Emerging Markets: 1.46%    % Unidentified Markets: 6.27%

Americas 64.99%
64.77%
Canada 6.61%
United States 58.16%
0.23%
Mexico 0.08%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.11%
United Kingdom 2.89%
15.22%
Austria 1.15%
Denmark 0.08%
France 3.10%
Germany 2.93%
Greece 0.00%
Ireland 1.64%
Italy 1.16%
Netherlands 0.27%
Norway 0.00%
Spain 0.97%
Switzerland 3.49%
0.00%
0.00%
Israel 0.00%
Greater Asia 10.63%
Japan 6.44%
0.19%
Australia 0.19%
2.91%
Hong Kong 0.00%
Singapore 1.33%
South Korea 0.72%
Taiwan 0.76%
1.09%
China 1.09%
Unidentified Region 6.27%

Bond Credit Quality Exposure

AAA 2.94%
AA 4.77%
A 9.84%
BBB 31.59%
BB 28.30%
B 13.24%
Below B 1.40%
    CCC 1.40%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 7.92%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
32.08%
Materials
3.94%
Consumer Discretionary
8.71%
Financials
16.20%
Real Estate
3.22%
Sensitive
35.89%
Communication Services
5.01%
Energy
6.68%
Industrials
13.37%
Information Technology
10.82%
Defensive
28.24%
Consumer Staples
7.31%
Health Care
14.39%
Utilities
6.54%
Not Classified
3.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.79%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 7.18%
Corporate 88.18%
Securitized 0.08%
Municipal 0.00%
Other 4.56%
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Bond Maturity Exposure

Short Term
0.98%
Less than 1 Year
0.98%
Intermediate
80.56%
1 to 3 Years
7.03%
3 to 5 Years
19.28%
5 to 10 Years
54.24%
Long Term
18.13%
10 to 20 Years
3.83%
20 to 30 Years
7.92%
Over 30 Years
6.38%
Other
0.33%
As of December 31, 2025
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