Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.51%
Stock 71.21%
Bond 17.14%
Convertible 0.00%
Preferred 0.07%
Other 11.07%
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Market Capitalization

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

% Developed Markets: 89.21%    % Emerging Markets: 0.12%    % Unidentified Markets: 10.66%

Americas 69.96%
69.40%
Canada 39.96%
United States 29.44%
0.56%
Mexico 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.49%
United Kingdom 2.48%
8.70%
Austria 0.12%
Belgium 0.15%
Denmark 0.28%
Finland 0.21%
France 1.46%
Germany 1.51%
Ireland 0.54%
Italy 0.51%
Netherlands 0.92%
Norway 0.17%
Portugal 0.02%
Spain 0.68%
Sweden 0.63%
Switzerland 1.41%
0.07%
Poland 0.07%
0.25%
Israel 0.25%
Greater Asia 7.89%
Japan 5.32%
1.16%
Australia 1.10%
1.37%
Hong Kong 0.65%
Singapore 0.71%
0.03%
China 0.01%
Thailand 0.02%
Unidentified Region 10.66%

Bond Credit Quality Exposure

AAA 40.53%
AA 28.45%
A 20.68%
BBB 8.22%
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 0.13%
Not Available 1.99%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
30.85%
Materials
5.94%
Consumer Discretionary
6.96%
Financials
16.70%
Real Estate
1.24%
Sensitive
31.36%
Communication Services
4.49%
Energy
6.14%
Industrials
9.63%
Information Technology
11.10%
Defensive
10.02%
Consumer Staples
4.30%
Health Care
4.10%
Utilities
1.62%
Not Classified
27.77%
Non Classified Equity
0.17%
Not Classified - Non Equity
27.60%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 47.78%
Corporate 24.10%
Securitized 0.00%
Municipal 24.56%
Other 3.55%
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Bond Maturity Exposure

Short Term
0.49%
Less than 1 Year
0.49%
Intermediate
63.47%
1 to 3 Years
17.30%
3 to 5 Years
17.08%
5 to 10 Years
29.09%
Long Term
36.05%
10 to 20 Years
9.53%
20 to 30 Years
24.28%
Over 30 Years
2.24%
Other
0.00%
As of December 31, 2025
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