Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.30%
Stock 63.45%
Bond 31.94%
Convertible 0.00%
Preferred 0.30%
Other 1.02%
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Market Capitalization

As of March 31, 2026
Large 40.90%
Mid 33.63%
Small 25.46%
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Region Exposure

% Developed Markets: 95.15%    % Emerging Markets: 0.20%    % Unidentified Markets: 4.65%

Americas 72.46%
72.26%
Canada 17.45%
United States 54.81%
0.20%
Argentina 0.04%
Brazil 0.08%
Mexico 0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.11%
United Kingdom 3.30%
13.81%
Denmark 0.26%
Finland 0.04%
France 4.19%
Germany 2.90%
Ireland 0.11%
Italy 0.62%
Netherlands 4.31%
Norway 0.00%
Portugal 0.04%
Spain 0.08%
Switzerland 1.26%
0.00%
0.00%
South Africa 0.00%
Greater Asia 5.78%
Japan 0.65%
4.40%
Australia 3.03%
0.73%
Hong Kong 0.38%
Singapore 0.09%
0.00%
Unidentified Region 4.65%

Bond Credit Quality Exposure

AAA 0.27%
AA 1.27%
A 1.35%
BBB 16.38%
BB 47.49%
B 18.40%
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 14.84%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
42.10%
Materials
0.01%
Consumer Discretionary
0.00%
Financials
8.90%
Real Estate
33.19%
Sensitive
37.88%
Communication Services
4.88%
Energy
17.30%
Industrials
15.69%
Information Technology
0.01%
Defensive
15.99%
Consumer Staples
1.23%
Health Care
4.21%
Utilities
10.55%
Not Classified
4.03%
Non Classified Equity
1.43%
Not Classified - Non Equity
2.59%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 86.17%
Securitized 0.00%
Municipal 1.73%
Other 12.10%
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Bond Maturity Exposure

Short Term
0.60%
Less than 1 Year
0.60%
Intermediate
68.22%
1 to 3 Years
4.34%
3 to 5 Years
25.31%
5 to 10 Years
38.57%
Long Term
22.37%
10 to 20 Years
1.77%
20 to 30 Years
10.79%
Over 30 Years
9.81%
Other
8.81%
As of March 31, 2026
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