Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.36%
Stock 76.38%
Bond 13.08%
Convertible 0.00%
Preferred 0.58%
Other 8.60%
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Market Capitalization

As of March 31, 2026
Large 58.94%
Mid 27.03%
Small 14.03%
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Region Exposure

% Developed Markets: 94.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.28%

Americas 81.79%
81.79%
Canada 0.16%
United States 81.63%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.26%
United Kingdom 4.26%
8.00%
France 2.83%
Ireland 3.33%
Netherlands 0.31%
Sweden 0.52%
Switzerland 1.02%
0.00%
0.00%
Greater Asia 0.66%
Japan 0.66%
0.00%
0.00%
0.00%
Unidentified Region 5.28%

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
30.55%
Materials
6.52%
Consumer Discretionary
2.16%
Financials
21.24%
Real Estate
0.63%
Sensitive
30.72%
Communication Services
1.91%
Energy
7.38%
Industrials
16.51%
Information Technology
4.92%
Defensive
38.14%
Consumer Staples
14.78%
Health Care
16.44%
Utilities
6.92%
Not Classified
0.59%
Non Classified Equity
0.59%
Not Classified - Non Equity
0.01%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.02%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 99.98%
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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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