Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.33%
Stock 6.70%
Bond 90.83%
Convertible 0.00%
Preferred 0.02%
Other 0.12%
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Market Capitalization

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

% Developed Markets: 94.73%    % Emerging Markets: 0.38%    % Unidentified Markets: 4.89%

Americas 91.88%
90.47%
Canada 48.13%
United States 42.34%
1.41%
Brazil 0.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.84%
United Kingdom 0.34%
2.50%
Denmark 0.49%
Ireland 0.05%
Netherlands 1.84%
Switzerland 0.02%
0.00%
0.00%
Greater Asia 0.39%
Japan 0.00%
0.00%
0.09%
Hong Kong -0.36%
Singapore 0.01%
0.30%
China 0.06%
India 0.24%
Unidentified Region 4.89%

Bond Credit Quality Exposure

AAA -2.73%
AA -1.07%
A 9.31%
BBB 27.80%
BB 41.21%
B 9.65%
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 15.82%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
36.47%
Materials
1.94%
Consumer Discretionary
13.90%
Financials
15.18%
Real Estate
5.45%
Sensitive
43.43%
Communication Services
13.62%
Energy
1.85%
Industrials
7.91%
Information Technology
20.04%
Defensive
12.03%
Consumer Staples
5.12%
Health Care
5.78%
Utilities
1.13%
Not Classified
8.08%
Non Classified Equity
0.54%
Not Classified - Non Equity
7.54%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government -5.40%
Corporate 98.29%
Securitized 0.00%
Municipal -0.80%
Other 7.91%
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Bond Maturity Exposure

Short Term
11.87%
Less than 1 Year
11.87%
Intermediate
77.68%
1 to 3 Years
26.19%
3 to 5 Years
27.05%
5 to 10 Years
24.45%
Long Term
9.69%
10 to 20 Years
2.14%
20 to 30 Years
4.11%
Over 30 Years
3.43%
Other
0.76%
As of March 31, 2026
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