Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 91.79%
Bond 8.21%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 46.23%
Mid 27.66%
Small 26.11%
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Region Exposure

% Developed Markets: 96.92%    % Emerging Markets: 2.11%    % Unidentified Markets: 0.96%

Americas 77.50%
73.44%
Canada 3.23%
United States 70.21%
4.06%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.31%
United Kingdom 0.56%
6.91%
Ireland 2.52%
Sweden 1.67%
0.00%
5.85%
Israel 5.85%
Greater Asia 8.22%
Japan 2.09%
3.25%
Australia 3.25%
2.88%
Singapore 2.88%
0.00%
Unidentified Region 0.96%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
22.72%
Materials
4.23%
Consumer Discretionary
8.88%
Financials
9.62%
Real Estate
0.00%
Sensitive
54.44%
Communication Services
11.41%
Energy
1.93%
Industrials
5.16%
Information Technology
35.95%
Defensive
13.66%
Consumer Staples
2.13%
Health Care
9.61%
Utilities
1.92%
Not Classified
9.18%
Non Classified Equity
0.96%
Not Classified - Non Equity
8.21%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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