Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.19%
Stock 65.63%
Bond 31.39%
Convertible 0.00%
Preferred 0.00%
Other 2.79%
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Market Capitalization

As of December 31, 2025
Large 77.54%
Mid 18.06%
Small 4.40%
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Region Exposure

% Developed Markets: 95.32%    % Emerging Markets: 1.38%    % Unidentified Markets: 3.30%

Americas 50.54%
50.38%
Canada 1.14%
United States 49.25%
0.15%
Chile 0.02%
Mexico 0.12%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.53%
United Kingdom 8.91%
22.11%
Austria 1.29%
Belgium 0.61%
Denmark 0.31%
Finland 0.86%
France 6.77%
Germany 3.26%
Ireland 2.11%
Italy 0.79%
Netherlands 0.79%
Norway 0.17%
Portugal 0.08%
Spain 0.30%
Sweden 0.90%
Switzerland 3.08%
0.11%
0.40%
Israel 0.10%
Saudi Arabia 0.31%
Greater Asia 14.63%
Japan 8.75%
0.66%
Australia 0.66%
4.68%
Hong Kong 1.00%
South Korea 1.63%
Taiwan 2.05%
0.55%
China 0.55%
Unidentified Region 3.30%

Bond Credit Quality Exposure

AAA 16.46%
AA 12.96%
A 27.23%
BBB 33.58%
BB 0.00%
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 0.00%
Not Available 9.77%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
30.55%
Materials
2.05%
Consumer Discretionary
6.69%
Financials
19.87%
Real Estate
1.93%
Sensitive
39.40%
Communication Services
4.46%
Energy
5.42%
Industrials
13.38%
Information Technology
16.14%
Defensive
26.11%
Consumer Staples
6.66%
Health Care
13.85%
Utilities
5.60%
Not Classified
3.95%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.95%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 21.98%
Corporate 61.83%
Securitized 13.41%
Municipal 2.40%
Other 0.38%
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Bond Maturity Exposure

Short Term
2.47%
Less than 1 Year
2.47%
Intermediate
66.00%
1 to 3 Years
15.73%
3 to 5 Years
19.49%
5 to 10 Years
30.77%
Long Term
31.53%
10 to 20 Years
14.62%
20 to 30 Years
15.15%
Over 30 Years
1.77%
Other
0.00%
As of December 31, 2025
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