Asset Allocation

As of March 31, 2026.
Type % Net
Cash 14.64%
Stock 72.36%
Bond 11.98%
Convertible 0.00%
Preferred 0.00%
Other 1.02%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 82.24%    % Emerging Markets: 2.19%    % Unidentified Markets: 15.57%

Americas 58.31%
57.50%
Canada 13.15%
United States 44.35%
0.81%
Brazil 0.62%
Mexico 0.17%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.67%
United Kingdom 7.13%
14.62%
Austria 0.05%
Finland 0.04%
France 2.71%
Germany 2.97%
Ireland 1.36%
Italy 1.38%
Netherlands 0.09%
Portugal 0.05%
Spain 3.04%
Switzerland 2.93%
0.00%
0.92%
South Africa 0.92%
Greater Asia 3.46%
Japan 0.07%
2.00%
Australia 2.00%
0.89%
Hong Kong 0.41%
Singapore 0.08%
South Korea 0.39%
0.50%
China 0.50%
Unidentified Region 15.57%

Bond Credit Quality Exposure

AAA 0.00%
AA 47.89%
A 0.00%
BBB 43.70%
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 8.41%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
39.32%
Materials
25.53%
Consumer Discretionary
0.13%
Financials
0.00%
Real Estate
13.66%
Sensitive
38.98%
Communication Services
0.15%
Energy
24.58%
Industrials
14.08%
Information Technology
0.17%
Defensive
20.37%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
20.37%
Not Classified
1.33%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.33%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 56.30%
Corporate 32.28%
Securitized 0.00%
Municipal 0.00%
Other 11.42%
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Bond Maturity Exposure

Short Term
8.41%
Less than 1 Year
8.41%
Intermediate
91.59%
1 to 3 Years
20.53%
3 to 5 Years
21.10%
5 to 10 Years
49.96%
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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