Asset Allocation

As of March 31, 2026.
Type % Net
Cash 17.23%
Stock 22.97%
Bond 66.65%
Convertible 0.00%
Preferred 0.00%
Other -6.85%
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Market Capitalization

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

% Developed Markets: 64.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 35.32%

Americas 19.07%
18.34%
Canada 2.91%
United States 15.43%
0.73%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.61%
United Kingdom 13.40%
32.20%
France 1.57%
Germany 4.41%
Norway 13.33%
Switzerland 0.87%
0.00%
Poland 0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 35.32%

Bond Credit Quality Exposure

AAA 0.00%
AA 3.20%
A 0.00%
BBB 0.00%
BB 0.00%
B 5.11%
Below B 10.16%
    CCC 10.16%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 81.53%
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 8.82%
Corporate 44.98%
Securitized 0.00%
Municipal 0.00%
Other 46.21%
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Bond Maturity Exposure

Short Term
16.71%
Less than 1 Year
16.71%
Intermediate
82.63%
1 to 3 Years
28.28%
3 to 5 Years
51.27%
5 to 10 Years
3.08%
Long Term
0.66%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.66%
Other
0.00%
As of March 31, 2026
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