Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.01%
Stock 88.31%
Bond 8.56%
Convertible 0.00%
Preferred 0.00%
Other 3.12%
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Market Capitalization

As of March 31, 2026
Large 74.85%
Mid 15.84%
Small 9.31%
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.01%

Americas 99.60%
96.44%
Canada 88.96%
United States 7.47%
3.17%
Chile 0.00%
Mexico 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.34%
United Kingdom 0.05%
0.29%
France 0.05%
Germany 0.03%
Ireland 0.20%
Netherlands 0.01%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.04%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.01%

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
55.64%
Materials
19.57%
Consumer Discretionary
2.13%
Financials
31.59%
Real Estate
2.35%
Sensitive
27.80%
Communication Services
0.71%
Energy
12.80%
Industrials
11.64%
Information Technology
2.64%
Defensive
11.17%
Consumer Staples
5.15%
Health Care
1.05%
Utilities
4.97%
Not Classified
5.38%
Non Classified Equity
5.38%
Not Classified - Non Equity
0.00%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 35.85%
Corporate 57.39%
Securitized 0.00%
Municipal 0.00%
Other 6.75%
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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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