Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.69%
Stock 35.02%
Bond 56.03%
Convertible 0.00%
Preferred 0.05%
Other 7.20%
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Market Capitalization

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

% Developed Markets: 89.06%    % Emerging Markets: 2.48%    % Unidentified Markets: 8.46%

Americas 77.73%
76.44%
Canada 54.02%
United States 22.41%
1.30%
Brazil 0.30%
Chile 0.25%
Colombia 0.11%
Mexico 0.34%
Peru 0.01%
Venezuela 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.35%
United Kingdom 2.26%
5.93%
Austria 0.02%
Belgium 0.21%
Denmark 0.12%
Finland 0.04%
France 1.19%
Germany 1.51%
Greece 0.04%
Ireland 0.46%
Italy 0.20%
Netherlands 0.58%
Norway -0.01%
Portugal 0.01%
Spain 0.46%
Sweden 0.32%
Switzerland 0.66%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.01%
0.14%
Israel 0.03%
Qatar 0.02%
Saudi Arabia 0.05%
South Africa 0.00%
United Arab Emirates 0.02%
Greater Asia 5.46%
Japan 1.73%
1.05%
Australia 0.74%
1.55%
Hong Kong 0.40%
Singapore 0.15%
South Korea 0.44%
Taiwan 0.56%
1.12%
China 0.62%
India 0.39%
Indonesia 0.02%
Malaysia 0.01%
Pakistan 0.00%
Philippines 0.04%
Thailand 0.04%
Unidentified Region 8.46%

Bond Credit Quality Exposure

AAA 19.37%
AA 21.11%
A 20.63%
BBB 17.27%
BB 7.36%
B 2.61%
Below B 0.58%
    CCC 0.56%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.18%
Not Available 10.89%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
13.95%
Materials
3.26%
Consumer Discretionary
2.04%
Financials
8.38%
Real Estate
0.27%
Sensitive
13.88%
Communication Services
1.81%
Energy
3.03%
Industrials
4.47%
Information Technology
4.57%
Defensive
6.75%
Consumer Staples
2.66%
Health Care
2.46%
Utilities
1.63%
Not Classified
65.42%
Non Classified Equity
0.69%
Not Classified - Non Equity
64.73%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 31.53%
Corporate 44.31%
Securitized 6.01%
Municipal 12.00%
Other 6.15%
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Bond Maturity Exposure

Short Term
3.65%
Less than 1 Year
3.65%
Intermediate
64.82%
1 to 3 Years
14.01%
3 to 5 Years
16.68%
5 to 10 Years
34.13%
Long Term
27.48%
10 to 20 Years
6.11%
20 to 30 Years
17.77%
Over 30 Years
3.60%
Other
4.04%
As of March 31, 2026
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