Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.68%
Stock 46.63%
Bond 51.46%
Convertible 0.00%
Preferred 0.04%
Other 1.20%
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Market Capitalization

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

% Developed Markets: 98.64%    % Emerging Markets: 0.29%    % Unidentified Markets: 1.07%

Americas 85.59%
85.23%
Canada 55.08%
United States 30.15%
0.36%
Mexico 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.22%
United Kingdom 1.94%
6.08%
Austria 0.07%
Belgium 0.09%
Denmark 0.25%
Finland 0.12%
France 0.98%
Germany 0.88%
Ireland 0.58%
Italy 0.33%
Netherlands 0.70%
Norway 0.14%
Portugal 0.01%
Spain 0.42%
Sweden 0.41%
Switzerland 0.86%
0.04%
Poland 0.04%
0.16%
Israel 0.16%
Greater Asia 5.12%
Japan 3.45%
0.76%
Australia 0.73%
0.91%
Hong Kong 0.41%
Singapore 0.45%
0.01%
China 0.01%
Unidentified Region 1.07%

Bond Credit Quality Exposure

AAA 34.86%
AA 14.43%
A 14.96%
BBB 16.58%
BB 9.24%
B 5.30%
Below B 0.08%
    CCC 0.08%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.76%
Not Available 3.79%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
18.75%
Materials
3.64%
Consumer Discretionary
4.32%
Financials
9.97%
Real Estate
0.80%
Sensitive
22.06%
Communication Services
3.48%
Energy
3.44%
Industrials
5.69%
Information Technology
9.45%
Defensive
5.91%
Consumer Staples
2.43%
Health Care
2.44%
Utilities
1.04%
Not Classified
53.29%
Non Classified Equity
0.51%
Not Classified - Non Equity
52.78%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 36.23%
Corporate 42.69%
Securitized 0.00%
Municipal 14.83%
Other 6.24%
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Bond Maturity Exposure

Short Term
1.14%
Less than 1 Year
1.14%
Intermediate
71.95%
1 to 3 Years
15.72%
3 to 5 Years
21.81%
5 to 10 Years
34.42%
Long Term
26.91%
10 to 20 Years
5.88%
20 to 30 Years
17.50%
Over 30 Years
3.54%
Other
0.00%
As of February 28, 2026
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