Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 77.76%
Bond 19.29%
Convertible 0.00%
Preferred 0.00%
Other 2.95%
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Market Capitalization

As of March 31, 2026
Large 45.58%
Mid 36.53%
Small 17.90%
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Region Exposure

% Developed Markets: 92.71%    % Emerging Markets: 3.05%    % Unidentified Markets: 4.24%

Americas 71.26%
68.76%
Canada 10.62%
United States 58.14%
2.51%
Brazil 1.94%
Mexico 0.32%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.82%
United Kingdom 4.22%
10.09%
Belgium 0.24%
Finland 0.34%
France 2.26%
Germany 1.14%
Ireland 0.45%
Italy 0.51%
Netherlands 0.78%
Norway 1.01%
Spain 1.48%
Sweden 0.81%
Switzerland 1.07%
0.00%
0.51%
South Africa 0.51%
Greater Asia 9.68%
Japan 3.36%
2.86%
Australia 2.86%
3.17%
Hong Kong 1.96%
Singapore 1.21%
0.29%
China 0.29%
Unidentified Region 4.24%

Bond Credit Quality Exposure

AAA 0.00%
AA 30.58%
A 0.00%
BBB 0.00%
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 69.42%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
44.76%
Materials
13.23%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
31.53%
Sensitive
29.72%
Communication Services
0.95%
Energy
22.21%
Industrials
6.57%
Information Technology
0.00%
Defensive
17.98%
Consumer Staples
2.24%
Health Care
0.22%
Utilities
15.52%
Not Classified
7.54%
Non Classified Equity
5.61%
Not Classified - Non Equity
1.93%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
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
69.42%
Less than 1 Year
69.42%
Intermediate
30.58%
1 to 3 Years
12.20%
3 to 5 Years
4.64%
5 to 10 Years
13.74%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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