Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.48%
Stock 36.09%
Bond 49.30%
Convertible 0.50%
Preferred 9.60%
Other 4.02%
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Market Capitalization

As of March 31, 2026
Large 60.65%
Mid 20.48%
Small 18.87%
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Region Exposure

% Developed Markets: 96.34%    % Emerging Markets: 0.25%    % Unidentified Markets: 3.41%

Americas 93.15%
93.15%
Canada 0.73%
United States 92.42%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.96%
United Kingdom 1.29%
1.68%
Ireland 0.50%
Netherlands 1.18%
0.00%
0.00%
Greater Asia 0.48%
Japan 0.48%
0.00%
0.00%
0.00%
Unidentified Region 3.41%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 11.49%
BBB 17.84%
BB 11.69%
B 19.05%
Below B 16.63%
    CCC 16.10%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.53%
Not Rated 1.88%
Not Available 21.41%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
34.01%
Materials
4.20%
Consumer Discretionary
5.29%
Financials
19.06%
Real Estate
5.47%
Sensitive
38.95%
Communication Services
5.96%
Energy
7.83%
Industrials
9.82%
Information Technology
15.35%
Defensive
24.98%
Consumer Staples
6.44%
Health Care
12.81%
Utilities
5.72%
Not Classified
2.06%
Non Classified Equity
1.03%
Not Classified - Non Equity
1.03%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 72.33%
Securitized 0.00%
Municipal 0.00%
Other 27.67%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
70.32%
1 to 3 Years
11.81%
3 to 5 Years
43.49%
5 to 10 Years
15.02%
Long Term
28.73%
10 to 20 Years
7.98%
20 to 30 Years
19.70%
Over 30 Years
1.06%
Other
0.95%
As of March 31, 2026
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