Asset Allocation

As of March 31, 2026.
Type % Net
Cash 15.84%
Stock 67.74%
Bond 16.33%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

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

% Developed Markets: 83.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 16.32%

Americas 83.68%
83.68%
Canada 0.54%
United States 83.14%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
Ireland 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 16.32%

Bond Credit Quality Exposure

AAA 0.00%
AA 38.42%
A 0.00%
BBB 0.00%
BB 10.09%
B 7.49%
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 44.00%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
8.70%
Materials
6.64%
Consumer Discretionary
-2.72%
Financials
3.50%
Real Estate
1.28%
Sensitive
40.17%
Communication Services
7.76%
Energy
-0.00%
Industrials
14.05%
Information Technology
18.36%
Defensive
26.71%
Consumer Staples
0.17%
Health Care
24.20%
Utilities
2.35%
Not Classified
0.12%
Non Classified Equity
0.12%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 80.17%
Corporate 17.58%
Securitized 0.00%
Municipal 0.00%
Other 2.25%
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Bond Maturity Exposure

Short Term
69.02%
Less than 1 Year
69.02%
Intermediate
30.98%
1 to 3 Years
13.40%
3 to 5 Years
15.73%
5 to 10 Years
1.85%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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