Asset Allocation

As of March 31, 2026.
Type % Net
Cash 8.44%
Stock 55.21%
Bond 36.72%
Convertible 0.00%
Preferred 0.00%
Other -0.37%
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Market Capitalization

As of March 31, 2026
Large 31.38%
Mid 26.88%
Small 41.74%
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Region Exposure

% Developed Markets: 97.77%    % Emerging Markets: 1.38%    % Unidentified Markets: 0.85%

Americas 56.71%
54.93%
Canada 24.52%
United States 30.40%
1.78%
Peru 0.45%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.01%
United Kingdom 10.99%
28.28%
Austria 0.72%
Belgium 1.11%
Denmark 2.50%
Finland 1.71%
France 2.19%
Germany 2.24%
Greece 0.38%
Ireland 1.25%
Italy 1.33%
Netherlands 3.00%
Norway 0.62%
Sweden 6.86%
Switzerland 2.43%
0.19%
Turkey 0.19%
0.55%
United Arab Emirates 0.34%
Greater Asia 2.43%
Japan 0.72%
0.72%
Australia 0.72%
0.46%
Singapore 0.06%
South Korea 0.40%
0.52%
China 0.14%
Philippines 0.38%
Unidentified Region 0.85%

Bond Credit Quality Exposure

AAA 4.52%
AA 6.00%
A 34.74%
BBB 44.41%
BB 3.50%
B 0.00%
Below B 0.09%
    CCC 0.09%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 6.73%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
17.61%
Materials
11.23%
Consumer Discretionary
4.43%
Financials
1.94%
Real Estate
0.00%
Sensitive
65.70%
Communication Services
2.58%
Energy
0.68%
Industrials
52.38%
Information Technology
10.06%
Defensive
1.67%
Consumer Staples
1.67%
Health Care
0.00%
Utilities
0.00%
Not Classified
15.03%
Non Classified Equity
1.79%
Not Classified - Non Equity
13.24%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 6.82%
Corporate 87.06%
Securitized 4.52%
Municipal 0.42%
Other 1.18%
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Bond Maturity Exposure

Short Term
4.45%
Less than 1 Year
4.45%
Intermediate
70.31%
1 to 3 Years
9.47%
3 to 5 Years
19.48%
5 to 10 Years
41.36%
Long Term
18.39%
10 to 20 Years
7.54%
20 to 30 Years
7.80%
Over 30 Years
3.05%
Other
6.85%
As of March 31, 2026
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