Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.40%
Stock 39.46%
Bond -5.92%
Convertible 0.00%
Preferred 0.00%
Other 66.05%
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Market Capitalization

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

% Developed Markets: 19.21%    % Emerging Markets: 0.85%    % Unidentified Markets: 79.94%

Americas 13.86%
13.26%
Canada 0.38%
United States 12.88%
0.60%
Brazil 0.33%
Mexico 0.27%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.69%
United Kingdom 1.49%
3.20%
Belgium 0.68%
France 0.94%
Italy 0.70%
Spain 0.88%
0.00%
0.00%
Greater Asia 1.51%
Japan 1.05%
0.01%
Australia 0.01%
0.21%
Hong Kong 0.21%
0.25%
Philippines 0.25%
Unidentified Region 79.94%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
1.03%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
1.03%
Sensitive
7.75%
Communication Services
0.60%
Energy
2.41%
Industrials
4.74%
Information Technology
0.00%
Defensive
9.67%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
9.67%
Not Classified
81.54%
Non Classified Equity
18.65%
Not Classified - Non Equity
62.89%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government -7.23%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 107.2%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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