Asset Allocation

As of March 31, 2026.
Type % Net
Cash 20.19%
Stock 31.62%
Bond 46.77%
Convertible 0.00%
Preferred 0.36%
Other 1.06%
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Market Capitalization

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

% Developed Markets: 95.67%    % Emerging Markets: 0.98%    % Unidentified Markets: 3.36%

Americas 91.08%
90.92%
Canada 6.61%
United States 84.31%
0.16%
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 4.86%
United Kingdom 1.91%
2.15%
Denmark 0.11%
Finland 0.02%
France 0.22%
Germany 0.10%
Ireland 0.64%
Italy 0.10%
Netherlands 0.51%
Portugal 0.03%
Spain 0.05%
Sweden 0.00%
Switzerland 0.35%
0.00%
0.80%
Qatar 0.47%
United Arab Emirates 0.00%
Greater Asia 0.70%
Japan 0.05%
0.17%
Australia 0.14%
0.49%
Hong Kong 0.15%
Singapore 0.03%
Taiwan 0.19%
0.00%
Unidentified Region 3.36%

Bond Credit Quality Exposure

AAA 0.00%
AA 38.14%
A 5.74%
BBB 20.46%
BB 13.15%
B 4.42%
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 18.10%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
22.22%
Materials
1.05%
Consumer Discretionary
6.72%
Financials
11.07%
Real Estate
3.38%
Sensitive
40.37%
Communication Services
8.30%
Energy
4.07%
Industrials
7.23%
Information Technology
20.78%
Defensive
15.45%
Consumer Staples
7.06%
Health Care
5.23%
Utilities
3.16%
Not Classified
21.96%
Non Classified Equity
1.02%
Not Classified - Non Equity
20.94%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 32.30%
Corporate 45.03%
Securitized 15.75%
Municipal 0.00%
Other 6.91%
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Bond Maturity Exposure

Short Term
1.01%
Less than 1 Year
1.01%
Intermediate
58.70%
1 to 3 Years
8.34%
3 to 5 Years
21.33%
5 to 10 Years
29.03%
Long Term
38.32%
10 to 20 Years
5.95%
20 to 30 Years
27.60%
Over 30 Years
4.77%
Other
1.98%
As of March 31, 2026
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