Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.82%
Stock 10.05%
Bond 89.52%
Convertible 0.00%
Preferred 0.00%
Other 1.25%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.20%    % Emerging Markets: 0.61%    % Unidentified Markets: 1.19%

Americas 94.46%
94.03%
Canada 74.89%
United States 19.14%
0.43%
Argentina 0.01%
Brazil 0.12%
Chile 0.05%
Colombia 0.01%
Mexico 0.19%
Peru 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.50%
United Kingdom 1.18%
1.94%
Austria 0.00%
Belgium 0.00%
Denmark 0.00%
Finland 0.00%
France 0.44%
Germany 0.37%
Ireland 0.16%
Italy 0.00%
Netherlands 0.28%
Norway 0.00%
Spain 0.00%
Sweden 0.00%
Switzerland 0.01%
0.03%
Poland 0.01%
Turkey 0.00%
0.36%
Israel 0.32%
Qatar 0.01%
Saudi Arabia 0.00%
South Africa 0.00%
United Arab Emirates 0.02%
Greater Asia 0.84%
Japan 0.28%
0.21%
Australia 0.20%
0.25%
Hong Kong 0.22%
Singapore 0.00%
South Korea 0.02%
Taiwan 0.00%
0.11%
China 0.05%
India 0.00%
Indonesia 0.05%
Kazakhstan 0.00%
Malaysia 0.00%
Philippines 0.00%
Unidentified Region 1.19%

Bond Credit Quality Exposure

AAA 28.06%
AA 14.74%
A 33.20%
BBB 19.60%
BB 0.17%
B 0.06%
Below B 0.02%
    CCC 0.02%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.28%
Not Available 3.86%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
View Region Exposure
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 26.56%
Corporate 48.65%
Securitized 1.13%
Municipal 16.50%
Other 7.16%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.89%
Less than 1 Year
0.89%
Intermediate
78.00%
1 to 3 Years
23.87%
3 to 5 Years
19.93%
5 to 10 Years
34.19%
Long Term
21.10%
10 to 20 Years
7.07%
20 to 30 Years
12.55%
Over 30 Years
1.48%
Other
0.01%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial