Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 63.58%
Bond 34.09%
Convertible 0.00%
Preferred 0.00%
Other 2.33%
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Market Capitalization

As of March 31, 2026
Large 93.12%
Mid 6.82%
Small 0.06%
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Region Exposure

% Developed Markets: 92.14%    % Emerging Markets: 0.09%    % Unidentified Markets: 7.77%

Americas 89.45%
89.12%
Canada 0.07%
United States 89.05%
0.33%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.73%
United Kingdom 1.00%
1.73%
France 0.20%
Ireland 1.42%
Netherlands 0.11%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.00%
0.00%
0.05%
Singapore 0.05%
0.00%
Unidentified Region 7.77%

Bond Credit Quality Exposure

AAA 20.38%
AA 18.69%
A 10.72%
BBB 19.62%
BB 7.43%
B 1.77%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.24%
Not Available 21.15%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
25.64%
Materials
1.41%
Consumer Discretionary
10.11%
Financials
14.12%
Real Estate
0.00%
Sensitive
54.10%
Communication Services
11.53%
Energy
2.35%
Industrials
8.97%
Information Technology
31.25%
Defensive
17.21%
Consumer Staples
3.30%
Health Care
11.66%
Utilities
2.25%
Not Classified
3.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.06%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 10.80%
Corporate 36.36%
Securitized 52.19%
Municipal 0.00%
Other 0.64%
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Bond Maturity Exposure

Short Term
0.31%
Less than 1 Year
0.31%
Intermediate
40.74%
1 to 3 Years
1.90%
3 to 5 Years
10.33%
5 to 10 Years
28.51%
Long Term
57.74%
10 to 20 Years
21.57%
20 to 30 Years
29.79%
Over 30 Years
6.38%
Other
1.21%
As of March 31, 2026
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