Asset Allocation

As of February 28, 2026.
Type % Net
Cash 9.21%
Stock 10.66%
Bond 80.80%
Convertible 0.00%
Preferred 0.02%
Other -0.69%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 103.6%    % Emerging Markets: 0.83%    % Unidentified Markets: -4.43%

Americas 92.35%
90.91%
Canada 2.04%
United States 88.88%
1.44%
Chile 0.03%
Colombia 0.11%
Mexico 0.33%
Peru 0.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.38%
United Kingdom 1.78%
7.34%
Belgium 0.06%
Denmark 0.09%
France 0.87%
Germany 0.62%
Ireland 1.95%
Italy 0.41%
Netherlands 0.78%
Norway 0.62%
Spain 0.67%
Sweden 0.24%
Switzerland 0.39%
0.00%
0.26%
Israel 0.11%
Saudi Arabia 0.09%
Greater Asia 2.70%
Japan 1.43%
0.52%
Australia 0.52%
0.75%
Hong Kong 0.08%
Singapore 0.61%
South Korea 0.05%
0.00%
Unidentified Region -4.43%

Bond Credit Quality Exposure

AAA 8.84%
AA 39.24%
A 10.97%
BBB 24.07%
BB 7.28%
B 4.29%
Below B 0.87%
    CCC 0.87%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.06%
Not Available 4.38%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
View Region Exposure
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 35.84%
Corporate 49.33%
Securitized 14.46%
Municipal 0.01%
Other 0.36%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
7.26%
Less than 1 Year
7.26%
Intermediate
60.26%
1 to 3 Years
18.78%
3 to 5 Years
18.66%
5 to 10 Years
22.82%
Long Term
32.19%
10 to 20 Years
9.90%
20 to 30 Years
17.87%
Over 30 Years
4.41%
Other
0.30%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial