Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.43%
Stock 67.39%
Bond 28.52%
Convertible 0.00%
Preferred 0.02%
Other 1.64%
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Market Capitalization

As of March 31, 2026
Large 90.53%
Mid 8.38%
Small 1.10%
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Region Exposure

% Developed Markets: 96.17%    % Emerging Markets: 2.18%    % Unidentified Markets: 1.65%

Americas 78.74%
76.95%
Canada 38.44%
United States 38.51%
1.80%
Brazil 0.39%
Chile 0.08%
Colombia 0.18%
Mexico 0.98%
Peru 0.00%
Venezuela 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.09%
United Kingdom 3.97%
9.10%
Austria 0.03%
Belgium 0.36%
Denmark 0.03%
Finland 0.03%
France 2.50%
Germany 2.28%
Ireland 1.08%
Italy 0.06%
Netherlands 0.44%
Norway 0.02%
Portugal 0.00%
Spain 0.52%
Sweden 0.65%
Switzerland 1.06%
0.00%
Czech Republic 0.00%
0.02%
Israel 0.02%
Greater Asia 6.52%
Japan 2.83%
1.05%
Australia 1.01%
2.22%
Hong Kong 0.14%
Singapore 0.84%
South Korea 0.00%
Taiwan 1.24%
0.42%
China 0.42%
Philippines 0.00%
Unidentified Region 1.65%

Bond Credit Quality Exposure

AAA 28.23%
AA 20.61%
A 16.37%
BBB 22.54%
BB 6.26%
B 0.19%
Below B 0.09%
    CCC 0.00%
    CC 0.00%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.06%
Not Rated 0.19%
Not Available 5.51%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
24.11%
Materials
5.89%
Consumer Discretionary
3.66%
Financials
14.33%
Real Estate
0.22%
Sensitive
31.39%
Communication Services
3.53%
Energy
6.36%
Industrials
8.74%
Information Technology
12.76%
Defensive
12.87%
Consumer Staples
4.64%
Health Care
5.72%
Utilities
2.51%
Not Classified
31.63%
Non Classified Equity
1.12%
Not Classified - Non Equity
30.51%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 43.15%
Corporate 36.47%
Securitized 0.16%
Municipal 14.65%
Other 5.56%
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Bond Maturity Exposure

Short Term
1.07%
Less than 1 Year
1.07%
Intermediate
73.25%
1 to 3 Years
10.36%
3 to 5 Years
12.34%
5 to 10 Years
50.55%
Long Term
24.98%
10 to 20 Years
1.88%
20 to 30 Years
15.97%
Over 30 Years
7.13%
Other
0.71%
As of March 31, 2026
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