Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.28%
Stock 13.28%
Bond 123.4%
Convertible 0.00%
Preferred 0.34%
Other -38.28%
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Market Capitalization

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

% Developed Markets: 16.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 83.31%

Americas 16.63%
16.59%
Canada -0.04%
United States 16.64%
0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.06%
United Kingdom -0.00%
0.07%
France 0.07%
Sweden -0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 83.31%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.62%
A 0.00%
BBB 0.10%
BB 0.17%
B 0.72%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.14%
Not Available 98.24%
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 --
No Data Available
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 1.03%
Corporate 11.74%
Securitized 0.87%
Municipal 0.00%
Other 86.35%
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Bond Maturity Exposure

Short Term
3.07%
Less than 1 Year
3.07%
Intermediate
134.4%
1 to 3 Years
22.61%
3 to 5 Years
38.55%
5 to 10 Years
73.29%
Long Term
0.20%
10 to 20 Years
0.20%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
-37.71%
As of March 31, 2026
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