Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.46%
Stock 79.00%
Bond 16.24%
Convertible 0.00%
Preferred 1.63%
Other 1.67%
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Market Capitalization

As of February 28, 2026
Large 75.63%
Mid 21.28%
Small 3.09%
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Region Exposure

% Developed Markets: 99.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.21%

Americas 99.16%
97.24%
Canada 72.78%
United States 24.46%
1.92%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.63%
United Kingdom 0.42%
0.21%
France 0.21%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.21%

Bond Credit Quality Exposure

AAA 0.96%
AA 16.79%
A 11.08%
BBB 42.63%
BB 15.44%
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 2.06%
Not Available 11.04%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
43.98%
Materials
12.81%
Consumer Discretionary
0.92%
Financials
28.31%
Real Estate
1.94%
Sensitive
40.33%
Communication Services
5.63%
Energy
14.26%
Industrials
14.07%
Information Technology
6.36%
Defensive
15.69%
Consumer Staples
5.87%
Health Care
3.18%
Utilities
6.64%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.00%
Corporate 61.69%
Securitized 0.96%
Municipal 16.79%
Other 20.56%
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Bond Maturity Exposure

Short Term
2.61%
Less than 1 Year
2.61%
Intermediate
52.83%
1 to 3 Years
19.32%
3 to 5 Years
6.38%
5 to 10 Years
27.13%
Long Term
39.11%
10 to 20 Years
8.51%
20 to 30 Years
16.96%
Over 30 Years
13.63%
Other
5.45%
As of February 28, 2026
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