Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.17%
Stock 52.43%
Bond 39.28%
Convertible 0.00%
Preferred 1.95%
Other 5.17%
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Market Capitalization

As of December 31, 2025
Large 70.56%
Mid 6.11%
Small 23.33%
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Region Exposure

% Developed Markets: 88.37%    % Emerging Markets: 5.29%    % Unidentified Markets: 6.34%

Americas 60.07%
54.78%
Canada 2.92%
United States 51.86%
5.29%
Mexico 4.42%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.71%
United Kingdom 4.17%
20.54%
France 6.20%
Germany 1.95%
Ireland 5.04%
Switzerland 4.49%
0.00%
0.00%
Greater Asia 8.88%
Japan 8.10%
0.79%
Australia 0.79%
0.00%
0.00%
Unidentified Region 6.34%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.86%
A 7.72%
BBB 48.18%
BB 37.80%
B 3.90%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.54%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
12.51%
Materials
4.00%
Consumer Discretionary
3.52%
Financials
4.99%
Real Estate
0.00%
Sensitive
33.45%
Communication Services
9.83%
Energy
2.22%
Industrials
5.72%
Information Technology
15.69%
Defensive
43.06%
Consumer Staples
21.89%
Health Care
16.17%
Utilities
4.99%
Not Classified
10.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
10.98%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 2.40%
Corporate 85.05%
Securitized 0.00%
Municipal 0.00%
Other 12.54%
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Bond Maturity Exposure

Short Term
34.38%
Less than 1 Year
34.38%
Intermediate
65.62%
1 to 3 Years
58.10%
3 to 5 Years
7.52%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2025
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