Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.17%
Stock 86.81%
Bond 13.07%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of March 31, 2026
Large 43.47%
Mid 37.69%
Small 18.84%
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Region Exposure

% Developed Markets: 99.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.11%

Americas 97.75%
97.75%
Canada 0.17%
United States 97.58%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.90%
United Kingdom 0.00%
1.90%
Ireland 1.81%
Netherlands 0.09%
0.00%
0.00%
Greater Asia 0.24%
Japan 0.00%
0.00%
0.24%
Singapore 0.24%
0.00%
Unidentified Region 0.11%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.70%
A 0.00%
BBB 10.52%
BB 68.67%
B 19.36%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.51%
Not Available 0.23%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
2.51%
Materials
0.73%
Consumer Discretionary
0.00%
Financials
1.67%
Real Estate
0.12%
Sensitive
81.89%
Communication Services
0.00%
Energy
20.46%
Industrials
27.67%
Information Technology
33.76%
Defensive
14.35%
Consumer Staples
0.00%
Health Care
7.78%
Utilities
6.57%
Not Classified
1.25%
Non Classified Equity
0.91%
Not Classified - Non Equity
0.33%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.92%
Corporate 99.08%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
0.69%
Less than 1 Year
0.69%
Intermediate
99.30%
1 to 3 Years
11.32%
3 to 5 Years
50.12%
5 to 10 Years
37.86%
Long Term
0.01%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.01%
Other
0.00%
As of March 31, 2026
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