Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.79%
Stock 33.95%
Bond 62.15%
Convertible 0.00%
Preferred 0.03%
Other 0.07%
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Market Capitalization

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

% Developed Markets: 99.26%    % Emerging Markets: 0.82%    % Unidentified Markets: -0.08%

Americas 90.27%
89.75%
Canada 78.33%
United States 11.42%
0.53%
Brazil 0.08%
Chile 0.01%
Mexico 0.14%
Peru 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.37%
United Kingdom 1.53%
4.65%
Austria 0.07%
Belgium 0.09%
Denmark 0.11%
Finland 0.11%
France 0.89%
Germany 0.83%
Greece 0.01%
Ireland 0.31%
Italy 0.24%
Netherlands 0.57%
Norway 0.07%
Portugal 0.04%
Spain 0.30%
Sweden 0.24%
Switzerland 0.72%
0.01%
Czech Republic 0.00%
0.17%
Egypt 0.01%
Israel 0.11%
Saudi Arabia 0.01%
South Africa 0.03%
United Arab Emirates 0.00%
Greater Asia 3.44%
Japan 1.74%
0.42%
Australia 0.41%
0.82%
Hong Kong 0.24%
Singapore 0.15%
South Korea 0.15%
Taiwan 0.28%
0.45%
China 0.23%
India 0.15%
Indonesia 0.04%
Philippines 0.00%
Thailand 0.02%
Unidentified Region -0.08%

Bond Credit Quality Exposure

AAA 4.09%
AA 90.48%
A 2.02%
BBB 2.59%
BB 0.02%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.01%
Not Available 0.79%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
33.94%
Materials
6.58%
Consumer Discretionary
6.80%
Financials
19.64%
Real Estate
0.92%
Sensitive
34.99%
Communication Services
4.89%
Energy
6.07%
Industrials
9.65%
Information Technology
14.37%
Defensive
11.91%
Consumer Staples
3.94%
Health Care
5.75%
Utilities
2.21%
Not Classified
19.17%
Non Classified Equity
1.70%
Not Classified - Non Equity
17.47%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 2.45%
Corporate 5.13%
Securitized 0.25%
Municipal 91.14%
Other 1.03%
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Bond Maturity Exposure

Short Term
0.04%
Less than 1 Year
0.04%
Intermediate
96.09%
1 to 3 Years
0.88%
3 to 5 Years
1.92%
5 to 10 Years
93.30%
Long Term
3.64%
10 to 20 Years
1.44%
20 to 30 Years
1.51%
Over 30 Years
0.68%
Other
0.23%
As of March 31, 2026
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