Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.47%
Stock 54.06%
Bond 36.71%
Convertible 0.00%
Preferred 0.05%
Other 8.70%
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Market Capitalization

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

% Developed Markets: 91.34%    % Emerging Markets: 0.21%    % Unidentified Markets: 8.45%

Americas 76.00%
75.59%
Canada 48.15%
United States 27.44%
0.42%
Mexico 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.35%
United Kingdom 2.08%
7.04%
Austria 0.09%
Belgium 0.11%
Denmark 0.26%
Finland 0.18%
France 1.15%
Germany 1.14%
Ireland 0.54%
Italy 0.42%
Netherlands 0.71%
Norway 0.15%
Portugal 0.02%
Spain 0.53%
Sweden 0.48%
Switzerland 1.07%
0.05%
Poland 0.05%
0.18%
Israel 0.18%
Greater Asia 6.20%
Japan 4.16%
0.90%
Australia 0.86%
1.12%
Hong Kong 0.52%
Singapore 0.55%
0.02%
China 0.01%
Thailand 0.01%
Unidentified Region 8.45%

Bond Credit Quality Exposure

AAA 34.52%
AA 15.65%
A 14.92%
BBB 15.55%
BB 9.14%
B 4.90%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.87%
Not Available 4.45%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
23.02%
Materials
4.36%
Consumer Discretionary
5.18%
Financials
12.51%
Real Estate
0.97%
Sensitive
23.96%
Communication Services
3.51%
Energy
4.60%
Industrials
7.14%
Information Technology
8.71%
Defensive
7.70%
Consumer Staples
3.28%
Health Care
3.15%
Utilities
1.27%
Not Classified
45.32%
Non Classified Equity
0.12%
Not Classified - Non Equity
45.21%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 37.11%
Corporate 40.74%
Securitized 0.00%
Municipal 15.31%
Other 6.84%
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Bond Maturity Exposure

Short Term
1.81%
Less than 1 Year
1.81%
Intermediate
69.68%
1 to 3 Years
16.27%
3 to 5 Years
21.47%
5 to 10 Years
31.94%
Long Term
28.51%
10 to 20 Years
5.70%
20 to 30 Years
19.66%
Over 30 Years
3.15%
Other
0.00%
As of December 31, 2025
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