Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.89%
Stock 57.48%
Bond 26.15%
Convertible 0.00%
Preferred 4.60%
Other 9.87%
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Market Capitalization

As of March 31, 2026
Large 74.82%
Mid 16.48%
Small 8.70%
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Region Exposure

% Developed Markets: 81.13%    % Emerging Markets: 8.99%    % Unidentified Markets: 9.88%

Americas 59.92%
48.53%
Canada 5.79%
United States 42.74%
11.40%
Brazil 2.31%
Chile 1.32%
Mexico 3.18%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.41%
United Kingdom 8.10%
10.56%
Finland 0.29%
France 0.81%
Germany 0.98%
Ireland 0.83%
Netherlands 1.60%
Norway 1.26%
Sweden 0.54%
Switzerland 3.85%
0.21%
Poland 0.21%
0.55%
Israel 0.10%
Saudi Arabia 0.45%
Greater Asia 10.79%
Japan 3.20%
0.34%
Australia 0.34%
6.14%
Hong Kong 0.19%
Singapore 0.69%
South Korea 4.56%
Taiwan 0.70%
1.10%
Indonesia 0.14%
Kazakhstan 0.29%
Thailand 0.67%
Unidentified Region 9.88%

Bond Credit Quality Exposure

AAA 2.87%
AA 47.45%
A 5.34%
BBB 19.82%
BB 20.89%
B 2.61%
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 1.02%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
35.25%
Materials
8.31%
Consumer Discretionary
4.55%
Financials
15.87%
Real Estate
6.52%
Sensitive
26.17%
Communication Services
3.27%
Energy
7.01%
Industrials
8.73%
Information Technology
7.17%
Defensive
37.08%
Consumer Staples
27.83%
Health Care
9.07%
Utilities
0.18%
Not Classified
1.50%
Non Classified Equity
1.49%
Not Classified - Non Equity
0.00%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 54.41%
Corporate 40.01%
Securitized 0.00%
Municipal 0.14%
Other 5.45%
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Bond Maturity Exposure

Short Term
10.89%
Less than 1 Year
10.89%
Intermediate
80.65%
1 to 3 Years
32.36%
3 to 5 Years
27.61%
5 to 10 Years
20.68%
Long Term
5.44%
10 to 20 Years
0.00%
20 to 30 Years
2.78%
Over 30 Years
2.66%
Other
3.02%
As of March 31, 2026
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