Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.31%
Stock 75.66%
Bond 5.52%
Convertible 0.00%
Preferred 0.32%
Other 14.19%
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Market Capitalization

As of March 31, 2026
Large 56.12%
Mid 21.57%
Small 22.31%
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Region Exposure

% Developed Markets: 87.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 12.64%

Americas 83.80%
83.74%
Canada 3.05%
United States 80.69%
0.06%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.56%
United Kingdom 1.71%
1.85%
Ireland 1.49%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 12.64%

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
28.82%
Materials
8.37%
Consumer Discretionary
1.18%
Financials
13.47%
Real Estate
5.79%
Sensitive
47.00%
Communication Services
15.49%
Energy
10.73%
Industrials
8.04%
Information Technology
12.75%
Defensive
23.99%
Consumer Staples
5.69%
Health Care
18.30%
Utilities
0.00%
Not Classified
0.20%
Non Classified Equity
0.19%
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 72.81%
Corporate 21.58%
Securitized 0.00%
Municipal 0.00%
Other 5.61%
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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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