Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.00%
Stock 81.54%
Bond 5.89%
Convertible 0.00%
Preferred 0.00%
Other 12.58%
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Market Capitalization

As of March 31, 2026
Large 41.31%
Mid 12.31%
Small 46.39%
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Region Exposure

% Developed Markets: 88.56%    % Emerging Markets: 2.20%    % Unidentified Markets: 9.24%

Americas 72.77%
72.22%
Canada 2.52%
United States 69.70%
0.55%
Mexico 0.37%
Peru 0.17%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.34%
United Kingdom 3.54%
-0.02%
Ireland -0.01%
Netherlands -0.00%
Switzerland -0.00%
0.00%
4.82%
United Arab Emirates 4.82%
Greater Asia 9.65%
Japan 2.55%
0.03%
Australia 0.03%
5.41%
Hong Kong 1.87%
Singapore 3.37%
South Korea 0.17%
1.66%
China 1.66%
Unidentified Region 9.24%

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
32.25%
Materials
4.41%
Consumer Discretionary
9.81%
Financials
18.05%
Real Estate
-0.02%
Sensitive
43.46%
Communication Services
13.60%
Energy
10.19%
Industrials
9.98%
Information Technology
9.68%
Defensive
11.07%
Consumer Staples
-0.05%
Health Care
11.14%
Utilities
-0.02%
Not Classified
3.05%
Non Classified Equity
3.05%
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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