Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.74%
Stock 57.99%
Bond 38.74%
Convertible 0.00%
Preferred 0.00%
Other 2.53%
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Market Capitalization

As of February 28, 2026
Large 88.11%
Mid 8.90%
Small 2.99%
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Region Exposure

% Developed Markets: 97.32%    % Emerging Markets: 0.08%    % Unidentified Markets: 2.60%

Americas 88.76%
88.76%
Canada 2.96%
United States 85.80%
0.00%
Brazil 0.00%
Chile 0.00%
Mexico 0.00%
Peru 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.94%
United Kingdom 1.78%
5.15%
Austria 0.00%
Belgium 0.00%
Denmark 0.02%
Finland 0.05%
France 0.56%
Ireland 3.16%
Italy 0.00%
Netherlands 0.33%
Norway 0.00%
Spain 0.57%
Sweden 0.06%
Switzerland 0.34%
0.00%
0.00%
Saudi Arabia 0.00%
United Arab Emirates 0.00%
Greater Asia 1.70%
Japan 0.99%
0.68%
Australia 0.68%
0.03%
Hong Kong 0.00%
Singapore 0.00%
South Korea 0.00%
Taiwan 0.00%
0.00%
China 0.00%
India 0.00%
Indonesia 0.00%
Kazakhstan 0.00%
Malaysia 0.00%
Thailand 0.00%
Unidentified Region 2.60%

Bond Credit Quality Exposure

AAA 0.99%
AA 15.71%
A 40.57%
BBB 33.44%
BB 5.72%
B 3.04%
Below B 0.15%
    CCC 0.15%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.09%
Not Available 0.29%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
14.29%
Materials
2.05%
Consumer Discretionary
5.54%
Financials
6.67%
Real Estate
0.03%
Sensitive
35.10%
Communication Services
5.71%
Energy
3.34%
Industrials
8.14%
Information Technology
17.91%
Defensive
11.40%
Consumer Staples
2.28%
Health Care
6.83%
Utilities
2.30%
Not Classified
39.20%
Non Classified Equity
0.00%
Not Classified - Non Equity
39.20%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 13.04%
Corporate 84.37%
Securitized 1.07%
Municipal 0.00%
Other 1.52%
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Bond Maturity Exposure

Short Term
1.95%
Less than 1 Year
1.95%
Intermediate
93.75%
1 to 3 Years
18.88%
3 to 5 Years
32.95%
5 to 10 Years
41.92%
Long Term
4.29%
10 to 20 Years
1.84%
20 to 30 Years
1.26%
Over 30 Years
1.19%
Other
0.00%
As of February 28, 2026
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