Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.05%
Stock 66.66%
Bond 29.62%
Convertible 0.00%
Preferred 0.00%
Other 0.67%
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Market Capitalization

As of March 31, 2026
Large 35.47%
Mid 34.02%
Small 30.52%
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Region Exposure

% Developed Markets: 95.19%    % Emerging Markets: 1.17%    % Unidentified Markets: 3.64%

Americas 65.58%
64.72%
Canada 8.49%
United States 56.23%
0.86%
Mexico 0.48%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.21%
United Kingdom 9.03%
13.19%
Belgium 0.37%
France 2.81%
Germany 0.58%
Greece 0.21%
Ireland 1.07%
Italy 2.64%
Netherlands 0.68%
Spain 3.57%
Sweden 0.27%
Switzerland 0.97%
0.00%
0.00%
Greater Asia 8.57%
Japan 2.30%
3.60%
Australia 2.94%
1.99%
Hong Kong 1.42%
Singapore 0.57%
0.68%
China 0.34%
Thailand 0.35%
Unidentified Region 3.64%

Bond Credit Quality Exposure

AAA 3.74%
AA 44.41%
A 10.78%
BBB 7.99%
BB 16.96%
B 6.80%
Below B 0.94%
    CCC 0.94%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.58%
Not Available 7.79%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
45.52%
Materials
17.08%
Consumer Discretionary
0.57%
Financials
0.09%
Real Estate
27.78%
Sensitive
30.36%
Communication Services
1.98%
Energy
20.29%
Industrials
7.47%
Information Technology
0.63%
Defensive
17.75%
Consumer Staples
1.30%
Health Care
0.00%
Utilities
16.46%
Not Classified
6.36%
Non Classified Equity
2.01%
Not Classified - Non Equity
4.36%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 67.34%
Corporate 29.18%
Securitized 2.70%
Municipal 0.00%
Other 0.78%
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Bond Maturity Exposure

Short Term
12.69%
Less than 1 Year
12.69%
Intermediate
70.51%
1 to 3 Years
14.85%
3 to 5 Years
25.95%
5 to 10 Years
29.70%
Long Term
16.80%
10 to 20 Years
6.95%
20 to 30 Years
8.37%
Over 30 Years
1.49%
Other
0.00%
As of March 31, 2026
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