Asset Allocation

As of March 31, 2026.
Type % Net
Cash 23.41%
Stock -16.09%
Bond 91.12%
Convertible 0.00%
Preferred 1.39%
Other 0.18%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.64%

Americas 95.12%
95.12%
Canada 1.56%
United States 93.56%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.75%
United Kingdom 0.00%
0.75%
Switzerland 0.75%
0.00%
0.00%
Greater Asia 1.48%
Japan 0.00%
1.48%
Australia 1.48%
0.00%
0.00%
Unidentified Region 2.64%

Bond Credit Quality Exposure

AAA 0.00%
AA 2.04%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
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 97.96%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
16.00%
Materials
0.00%
Consumer Discretionary
14.03%
Financials
1.96%
Real Estate
0.00%
Sensitive
126.0%
Communication Services
18.12%
Energy
0.00%
Industrials
33.54%
Information Technology
74.36%
Defensive
11.55%
Consumer Staples
0.00%
Health Care
11.55%
Utilities
0.00%
Not Classified
-53.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
-53.56%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 2.92%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 97.08%
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Bond Maturity Exposure

Short Term
14.35%
Less than 1 Year
14.35%
Intermediate
82.38%
1 to 3 Years
20.89%
3 to 5 Years
54.62%
5 to 10 Years
6.86%
Long Term
3.27%
10 to 20 Years
3.27%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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