Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.48%
Stock 55.73%
Bond 37.64%
Convertible 0.00%
Preferred 0.07%
Other 4.08%
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Market Capitalization

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

% Developed Markets: 88.87%    % Emerging Markets: 4.13%    % Unidentified Markets: 6.99%

Americas 79.78%
76.81%
Canada 0.83%
United States 75.98%
2.98%
Argentina 0.41%
Brazil 0.94%
Chile 0.03%
Colombia 0.24%
Mexico 0.79%
Peru 0.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.10%
United Kingdom 1.52%
4.94%
Belgium 0.01%
Denmark 0.16%
Finland 0.03%
France 0.78%
Germany 0.39%
Greece 0.04%
Ireland 1.03%
Italy 0.18%
Netherlands 0.90%
Norway 0.11%
Portugal 0.00%
Spain 0.27%
Sweden 0.05%
Switzerland 0.69%
0.06%
Turkey 0.01%
0.59%
Egypt 0.30%
Israel 0.13%
South Africa 0.09%
United Arab Emirates 0.06%
Greater Asia 6.12%
Japan 2.12%
0.26%
Australia 0.26%
2.65%
Hong Kong 0.32%
Singapore 0.27%
South Korea 1.06%
Taiwan 1.00%
1.09%
China 0.62%
India 0.37%
Indonesia 0.02%
Philippines 0.02%
Thailand 0.06%
Unidentified Region 6.99%

Bond Credit Quality Exposure

AAA 3.38%
AA 31.04%
A 7.75%
BBB 20.15%
BB 10.65%
B 7.73%
Below B 1.39%
    CCC 1.25%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.15%
Not Rated 0.02%
Not Available 17.88%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
17.00%
Materials
2.25%
Consumer Discretionary
6.16%
Financials
7.80%
Real Estate
0.79%
Sensitive
29.33%
Communication Services
5.32%
Energy
1.71%
Industrials
6.35%
Information Technology
15.94%
Defensive
9.78%
Consumer Staples
2.67%
Health Care
6.07%
Utilities
1.04%
Not Classified
43.89%
Non Classified Equity
0.02%
Not Classified - Non Equity
43.87%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 34.07%
Corporate 40.06%
Securitized 22.19%
Municipal 1.00%
Other 2.67%
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Bond Maturity Exposure

Short Term
8.25%
Less than 1 Year
8.25%
Intermediate
51.87%
1 to 3 Years
13.88%
3 to 5 Years
14.70%
5 to 10 Years
23.29%
Long Term
39.24%
10 to 20 Years
9.47%
20 to 30 Years
27.98%
Over 30 Years
1.79%
Other
0.64%
As of March 31, 2026
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