Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.87%
Stock 87.19%
Bond 9.76%
Convertible 0.00%
Preferred 2.17%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 32.33%
Mid 33.66%
Small 34.01%
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Region Exposure

% Developed Markets: 96.68%    % Emerging Markets: 0.78%    % Unidentified Markets: 2.54%

Americas 70.22%
69.66%
Canada 1.34%
United States 68.32%
0.56%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.30%
United Kingdom 2.41%
6.89%
Belgium 1.10%
France 2.07%
Germany 1.24%
Netherlands 0.75%
Spain 0.83%
Sweden 0.91%
0.00%
0.00%
Greater Asia 17.94%
Japan 7.95%
5.03%
Australia 5.03%
4.96%
Hong Kong 3.24%
Singapore 1.72%
0.00%
Unidentified Region 2.54%

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
92.24%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
92.24%
Sensitive
0.31%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.31%
Defensive
0.50%
Consumer Staples
0.00%
Health Care
0.50%
Utilities
0.00%
Not Classified
6.95%
Non Classified Equity
6.35%
Not Classified - Non Equity
0.60%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 2.31%
Corporate 0.00%
Securitized 95.64%
Municipal 0.00%
Other 2.05%
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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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