Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.05%
Stock 62.57%
Bond 32.69%
Convertible 0.00%
Preferred 0.13%
Other 2.55%
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Market Capitalization

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

% Developed Markets: 93.86%    % Emerging Markets: 0.20%    % Unidentified Markets: 5.94%

Americas 82.61%
82.42%
Canada 38.53%
United States 43.89%
0.20%
Argentina 0.02%
Brazil 0.05%
Mexico 0.03%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.02%
United Kingdom 2.15%
4.87%
Denmark 0.27%
Finland 0.02%
France 0.66%
Germany 0.10%
Ireland 0.09%
Italy 0.11%
Netherlands 3.20%
Portugal 0.03%
Spain 0.05%
Switzerland 0.35%
0.00%
0.00%
Greater Asia 4.42%
Japan 0.45%
3.25%
Australia 2.71%
0.72%
Hong Kong 0.37%
Singapore 0.06%
0.00%
Unidentified Region 5.94%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 17.52%
BB 50.56%
B 18.21%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 13.72%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
41.28%
Materials
3.96%
Consumer Discretionary
0.00%
Financials
7.72%
Real Estate
29.59%
Sensitive
37.21%
Communication Services
3.84%
Energy
23.36%
Industrials
10.01%
Information Technology
0.00%
Defensive
15.05%
Consumer Staples
0.00%
Health Care
1.86%
Utilities
13.19%
Not Classified
6.47%
Non Classified Equity
1.33%
Not Classified - Non Equity
5.14%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 87.41%
Securitized 0.00%
Municipal 0.00%
Other 12.59%
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Bond Maturity Exposure

Short Term
0.57%
Less than 1 Year
0.57%
Intermediate
64.96%
1 to 3 Years
3.67%
3 to 5 Years
23.37%
5 to 10 Years
37.93%
Long Term
26.74%
10 to 20 Years
1.80%
20 to 30 Years
12.18%
Over 30 Years
12.76%
Other
7.73%
As of March 31, 2026
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