Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.17%
Stock 58.86%
Bond 39.82%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 83.31%
Mid 13.00%
Small 3.69%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.93%    % Emerging Markets: 0.31%    % Unidentified Markets: 6.76%

Americas 87.87%
87.77%
Canada 0.60%
United States 87.17%
0.10%
Mexico 0.10%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.50%
United Kingdom 1.09%
3.20%
Austria 0.00%
Denmark 0.05%
France 0.39%
Germany 0.07%
Greece 0.00%
Ireland 1.52%
Italy 0.04%
Netherlands 0.46%
Norway 0.00%
Spain 0.14%
Sweden 0.35%
Switzerland 0.06%
0.11%
0.10%
Saudi Arabia 0.10%
Greater Asia 0.88%
Japan 0.05%
0.53%
Australia 0.01%
0.29%
Singapore 0.00%
Taiwan 0.29%
0.00%
Unidentified Region 6.76%

Bond Credit Quality Exposure

AAA 18.16%
AA 28.77%
A 5.99%
BBB 19.22%
BB 2.94%
B 0.16%
Below B 0.04%
    CCC 0.04%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.63%
Not Available 24.09%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
27.66%
Materials
2.15%
Consumer Discretionary
9.57%
Financials
13.18%
Real Estate
2.77%
Sensitive
52.84%
Communication Services
8.71%
Energy
2.83%
Industrials
9.21%
Information Technology
32.09%
Defensive
15.65%
Consumer Staples
4.07%
Health Care
9.74%
Utilities
1.84%
Not Classified
3.84%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.84%
As of March 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 26.87%
Corporate 26.88%
Securitized 44.01%
Municipal 0.84%
Other 1.41%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.95%
Less than 1 Year
2.95%
Intermediate
39.40%
1 to 3 Years
7.25%
3 to 5 Years
14.45%
5 to 10 Years
17.70%
Long Term
53.66%
10 to 20 Years
5.83%
20 to 30 Years
39.88%
Over 30 Years
7.95%
Other
3.99%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial