Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 63.87%
Bond 33.50%
Convertible 0.00%
Preferred 0.00%
Other 2.62%
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Market Capitalization

As of March 31, 2026
Large 76.02%
Mid 12.16%
Small 11.81%
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Region Exposure

% Developed Markets: 95.18%    % Emerging Markets: 1.15%    % Unidentified Markets: 3.67%

Americas 83.78%
83.74%
Canada 1.21%
United States 82.53%
0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.30%
United Kingdom 2.59%
7.70%
Germany 0.73%
Ireland 4.05%
Netherlands 1.97%
Spain 0.15%
0.00%
0.00%
Greater Asia 2.25%
Japan 0.70%
0.07%
Australia 0.07%
0.33%
Hong Kong 0.06%
Singapore 0.17%
1.15%
Philippines 1.15%
Unidentified Region 3.67%

Bond Credit Quality Exposure

AAA 15.37%
AA 11.69%
A 34.56%
BBB 33.40%
BB 0.11%
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 4.87%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
28.07%
Materials
0.94%
Consumer Discretionary
9.95%
Financials
14.26%
Real Estate
2.93%
Sensitive
52.62%
Communication Services
10.36%
Energy
0.00%
Industrials
9.55%
Information Technology
32.71%
Defensive
15.67%
Consumer Staples
5.52%
Health Care
8.32%
Utilities
1.83%
Not Classified
3.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.64%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 4.83%
Corporate 90.26%
Securitized 0.00%
Municipal 4.86%
Other 0.05%
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Bond Maturity Exposure

Short Term
4.83%
Less than 1 Year
4.83%
Intermediate
89.00%
1 to 3 Years
28.23%
3 to 5 Years
29.72%
5 to 10 Years
31.06%
Long Term
6.17%
10 to 20 Years
5.81%
20 to 30 Years
0.36%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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