Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.79%
Stock 26.37%
Bond 69.91%
Convertible 0.00%
Preferred 0.27%
Other 1.66%
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Market Capitalization

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

% Developed Markets: 87.94%    % Emerging Markets: 2.59%    % Unidentified Markets: 9.46%

Americas 79.29%
78.03%
Canada 2.18%
United States 75.84%
1.26%
Brazil 0.31%
Chile 0.10%
Colombia 0.01%
Mexico 0.33%
Peru 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.62%
United Kingdom 1.87%
4.30%
Austria 0.09%
Belgium 0.04%
Denmark 0.08%
Finland 0.07%
France 0.76%
Germany 0.51%
Greece 0.04%
Ireland 0.57%
Italy 0.38%
Netherlands 0.53%
Norway 0.16%
Portugal 0.03%
Spain 0.33%
Sweden 0.13%
Switzerland 0.40%
0.18%
Czech Republic 0.04%
Poland 0.09%
Turkey 0.03%
0.27%
Israel 0.07%
Saudi Arabia 0.00%
South Africa 0.19%
United Arab Emirates 0.01%
Greater Asia 4.63%
Japan 1.48%
0.42%
Australia 0.40%
1.36%
Hong Kong 0.40%
Singapore 0.12%
South Korea 0.46%
Taiwan 0.38%
1.37%
China 0.79%
India 0.30%
Indonesia 0.09%
Malaysia 0.06%
Thailand 0.12%
Unidentified Region 9.46%

Bond Credit Quality Exposure

AAA 8.40%
AA 31.69%
A 9.69%
BBB 18.89%
BB 7.15%
B 2.97%
Below B 0.53%
    CCC 0.46%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.06%
Not Rated 0.93%
Not Available 19.75%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
9.42%
Materials
1.63%
Consumer Discretionary
2.54%
Financials
4.73%
Real Estate
0.52%
Sensitive
11.18%
Communication Services
2.04%
Energy
1.67%
Industrials
2.62%
Information Technology
4.85%
Defensive
6.16%
Consumer Staples
1.73%
Health Care
2.63%
Utilities
1.80%
Not Classified
73.24%
Non Classified Equity
0.09%
Not Classified - Non Equity
73.15%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 24.09%
Corporate 29.16%
Securitized 42.34%
Municipal 2.31%
Other 2.09%
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Bond Maturity Exposure

Short Term
3.85%
Less than 1 Year
3.85%
Intermediate
54.04%
1 to 3 Years
9.47%
3 to 5 Years
15.06%
5 to 10 Years
29.50%
Long Term
41.43%
10 to 20 Years
16.77%
20 to 30 Years
23.32%
Over 30 Years
1.33%
Other
0.69%
As of December 31, 2025
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