Asset Allocation

As of March 31, 2026.
Type % Net
Cash 23.57%
Stock 35.64%
Bond 40.58%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

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

% Developed Markets: 77.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 22.25%

Americas 76.44%
76.44%
United States 76.44%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.29%
United Kingdom 0.37%
0.93%
Ireland 0.66%
Netherlands 0.26%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 0.02%
Japan 0.01%
0.00%
0.01%
Hong Kong 0.01%
0.00%
Unidentified Region 22.25%

Bond Credit Quality Exposure

AAA 0.00%
AA 30.79%
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 69.21%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
9.14%
Materials
0.52%
Consumer Discretionary
2.29%
Financials
6.47%
Real Estate
-0.14%
Sensitive
20.51%
Communication Services
3.94%
Energy
2.28%
Industrials
4.25%
Information Technology
10.04%
Defensive
6.37%
Consumer Staples
2.24%
Health Care
3.67%
Utilities
0.46%
Not Classified
63.98%
Non Classified Equity
0.33%
Not Classified - Non Equity
63.65%
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
91.28%
Less than 1 Year
91.28%
Intermediate
10.84%
1 to 3 Years
10.84%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
-2.12%
10 to 20 Years
-0.04%
20 to 30 Years
-2.08%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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