Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.97%
Stock 91.67%
Bond 6.54%
Convertible 0.00%
Preferred 0.00%
Other -0.18%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 37.91%
Mid 39.29%
Small 22.79%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.39%    % Emerging Markets: 2.74%    % Unidentified Markets: -0.13%

Americas 69.55%
66.80%
Canada 7.33%
United States 59.46%
2.76%
Brazil 1.28%
Mexico 1.43%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.68%
United Kingdom 6.62%
12.06%
Belgium 1.93%
France 2.27%
Germany 2.16%
Italy 1.30%
Netherlands 0.50%
Spain 3.26%
Sweden 0.62%
0.00%
0.00%
Greater Asia 11.89%
Japan 5.09%
2.23%
Australia 2.23%
4.57%
Hong Kong 2.98%
Singapore 1.60%
0.00%
Unidentified Region -0.13%

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
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
43.75%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
43.75%
Sensitive
27.02%
Communication Services
1.68%
Energy
18.42%
Industrials
6.93%
Information Technology
0.00%
Defensive
26.63%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
26.63%
Not Classified
2.60%
Non Classified Equity
2.60%
Not Classified - Non Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 97.51%
Securitized 0.00%
Municipal 0.00%
Other 2.49%
View Bond Sector Exposure
Start Trial

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
View Bond Maturity Exposure
Start Trial