Asset Allocation

As of March 31, 2026.
Type % Net
Cash 11.27%
Stock 9.88%
Bond 77.15%
Convertible 0.00%
Preferred 0.00%
Other 1.70%
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Market Capitalization

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

% Developed Markets: 79.45%    % Emerging Markets: 0.00%    % Unidentified Markets: 20.55%

Americas 63.12%
61.47%
United States 61.47%
1.65%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.61%
United Kingdom 1.10%
14.29%
France 0.44%
Germany 2.59%
Netherlands 1.16%
Norway 2.11%
Sweden 7.03%
0.00%
0.22%
United Arab Emirates 0.22%
Greater Asia 0.72%
Japan 0.00%
0.00%
0.72%
Hong Kong 0.30%
Singapore 0.10%
South Korea 0.27%
Taiwan 0.05%
0.00%
Unidentified Region 20.55%

Bond Credit Quality Exposure

AAA 4.64%
AA 6.39%
A 2.90%
BBB 18.01%
BB 11.60%
B 7.77%
Below B 3.03%
    CCC 3.03%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 45.65%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 8.99%
Corporate 64.76%
Securitized 6.41%
Municipal 0.37%
Other 19.47%
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Bond Maturity Exposure

Short Term
25.30%
Less than 1 Year
25.30%
Intermediate
68.82%
1 to 3 Years
34.70%
3 to 5 Years
29.71%
5 to 10 Years
4.41%
Long Term
3.14%
10 to 20 Years
1.77%
20 to 30 Years
0.69%
Over 30 Years
0.68%
Other
2.74%
As of March 31, 2026
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