Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.24%
Stock 25.15%
Bond 69.79%
Convertible 0.00%
Preferred 0.00%
Other 0.82%
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Market Capitalization

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

% Developed Markets: 93.02%    % Emerging Markets: 1.12%    % Unidentified Markets: 5.86%

Americas 93.62%
92.45%
Canada 56.90%
United States 35.55%
1.17%
Brazil 1.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.41%
United Kingdom 0.04%
0.38%
Ireland 0.28%
Netherlands 0.08%
Switzerland 0.02%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.00%
0.10%
China 0.10%
Unidentified Region 5.86%

Bond Credit Quality Exposure

AAA 10.52%
AA 18.73%
A 22.51%
BBB 14.09%
BB 2.45%
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 31.70%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
9.88%
Materials
2.14%
Consumer Discretionary
2.47%
Financials
5.27%
Real Estate
0.00%
Sensitive
13.78%
Communication Services
0.00%
Energy
6.12%
Industrials
6.68%
Information Technology
0.97%
Defensive
4.20%
Consumer Staples
1.45%
Health Care
2.75%
Utilities
0.00%
Not Classified
72.15%
Non Classified Equity
0.54%
Not Classified - Non Equity
71.61%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 37.78%
Corporate 34.04%
Securitized 13.33%
Municipal 0.00%
Other 14.85%
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Bond Maturity Exposure

Short Term
22.19%
Less than 1 Year
22.19%
Intermediate
49.87%
1 to 3 Years
6.36%
3 to 5 Years
12.53%
5 to 10 Years
30.99%
Long Term
27.44%
10 to 20 Years
5.63%
20 to 30 Years
17.42%
Over 30 Years
4.39%
Other
0.49%
As of March 31, 2026
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