Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.69%
Stock 29.73%
Bond 65.99%
Convertible 0.01%
Preferred 0.05%
Other 2.53%
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Market Capitalization

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

% Developed Markets: 94.31%    % Emerging Markets: 1.60%    % Unidentified Markets: 4.09%

Americas 88.46%
86.05%
Canada 0.69%
United States 85.36%
2.41%
Argentina 0.00%
Brazil 0.07%
Chile 0.07%
Colombia 0.25%
Mexico 0.27%
Peru 0.21%
Venezuela 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.45%
United Kingdom 1.44%
3.58%
Austria 0.01%
Belgium 0.03%
Denmark 0.07%
Finland 0.10%
France 0.50%
Germany 0.33%
Greece 0.00%
Ireland 0.76%
Italy 0.08%
Netherlands 0.44%
Norway 0.03%
Portugal 0.01%
Spain 0.32%
Sweden 0.09%
Switzerland 0.45%
0.06%
Poland 0.03%
Turkey 0.00%
0.36%
Egypt 0.00%
Israel 0.10%
Nigeria 0.00%
Saudi Arabia 0.03%
South Africa 0.18%
United Arab Emirates 0.00%
Greater Asia 2.01%
Japan 1.06%
0.28%
Australia 0.28%
0.46%
Hong Kong 0.12%
Singapore 0.17%
South Korea 0.17%
0.20%
China 0.03%
India 0.03%
Indonesia 0.05%
Malaysia 0.00%
Philippines 0.09%
Unidentified Region 4.09%

Bond Credit Quality Exposure

AAA 9.40%
AA 35.89%
A 10.98%
BBB 15.28%
BB 3.02%
B 0.70%
Below B 1.38%
    CCC 1.05%
    CC 0.10%
    C 0.14%
    DDD 0.00%
    DD 0.00%
    D 0.09%
Not Rated 0.51%
Not Available 22.84%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
9.70%
Materials
0.93%
Consumer Discretionary
3.26%
Financials
4.82%
Real Estate
0.68%
Sensitive
14.35%
Communication Services
1.98%
Energy
1.83%
Industrials
4.12%
Information Technology
6.42%
Defensive
5.67%
Consumer Staples
1.62%
Health Care
3.06%
Utilities
0.98%
Not Classified
70.28%
Non Classified Equity
0.04%
Not Classified - Non Equity
70.24%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 30.31%
Corporate 28.99%
Securitized 38.55%
Municipal 0.58%
Other 1.58%
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Bond Maturity Exposure

Short Term
3.18%
Less than 1 Year
3.18%
Intermediate
50.21%
1 to 3 Years
5.81%
3 to 5 Years
6.33%
5 to 10 Years
38.07%
Long Term
45.25%
10 to 20 Years
11.28%
20 to 30 Years
26.74%
Over 30 Years
7.23%
Other
1.36%
As of March 31, 2026
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