Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.81%
Stock 87.40%
Bond 5.93%
Convertible 0.00%
Preferred 0.00%
Other 4.86%
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Market Capitalization

As of December 31, 2025
Large 74.99%
Mid 9.55%
Small 15.46%
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Region Exposure

% Developed Markets: 97.22%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.78%

Americas 97.22%
93.83%
Canada 57.51%
United States 36.32%
3.39%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.78%

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
46.01%
Materials
7.44%
Consumer Discretionary
10.30%
Financials
28.27%
Real Estate
0.00%
Sensitive
39.80%
Communication Services
7.75%
Energy
2.56%
Industrials
16.94%
Information Technology
12.55%
Defensive
9.22%
Consumer Staples
3.55%
Health Care
5.66%
Utilities
0.00%
Not Classified
4.98%
Non Classified Equity
4.98%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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