Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.02%
Stock 87.68%
Bond 8.03%
Convertible 0.00%
Preferred 2.76%
Other 1.52%
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Market Capitalization

As of March 31, 2026
Large 3.25%
Mid 25.63%
Small 71.12%
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Region Exposure

% Developed Markets: 98.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.52%

Americas 17.72%
17.72%
Canada 9.69%
United States 8.03%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.21%
United Kingdom 19.15%
25.06%
France 4.30%
Germany 3.96%
Ireland 1.98%
Italy 4.08%
Norway 2.33%
Spain 2.01%
Sweden 3.68%
Switzerland 2.73%
0.00%
0.00%
Greater Asia 36.55%
Japan 26.78%
8.81%
Australia 8.81%
0.96%
Hong Kong 0.96%
0.00%
Unidentified Region 1.52%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
46.08%
Materials
31.02%
Consumer Discretionary
8.22%
Financials
6.85%
Real Estate
0.00%
Sensitive
30.97%
Communication Services
1.09%
Energy
0.00%
Industrials
24.65%
Information Technology
5.23%
Defensive
22.95%
Consumer Staples
13.12%
Health Care
9.83%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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