Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.21%
Stock 33.41%
Bond 61.85%
Convertible 0.00%
Preferred 1.63%
Other 2.89%
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Market Capitalization

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

% Developed Markets: 97.31%    % Emerging Markets: 0.56%    % Unidentified Markets: 2.13%

Americas 83.99%
81.09%
Canada 2.13%
United States 78.97%
2.89%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.46%
United Kingdom 5.01%
8.45%
Denmark 0.15%
France 0.40%
Ireland 0.34%
Netherlands 5.65%
Switzerland 0.56%
0.00%
0.00%
Greater Asia 0.42%
Japan 0.00%
0.42%
Australia 0.42%
0.00%
0.00%
Unidentified Region 2.13%

Bond Credit Quality Exposure

AAA 0.00%
AA 4.30%
A 3.16%
BBB 18.18%
BB 18.77%
B 11.21%
Below B 5.53%
    CCC 5.53%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 38.84%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
18.26%
Materials
5.79%
Consumer Discretionary
5.94%
Financials
6.52%
Real Estate
0.00%
Sensitive
39.69%
Communication Services
2.19%
Energy
20.40%
Industrials
8.79%
Information Technology
8.31%
Defensive
40.47%
Consumer Staples
13.69%
Health Care
16.47%
Utilities
10.30%
Not Classified
1.59%
Non Classified Equity
0.47%
Not Classified - Non Equity
1.11%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 10.49%
Corporate 64.74%
Securitized 9.49%
Municipal 0.00%
Other 15.27%
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Bond Maturity Exposure

Short Term
25.63%
Less than 1 Year
25.63%
Intermediate
56.08%
1 to 3 Years
6.96%
3 to 5 Years
19.39%
5 to 10 Years
29.73%
Long Term
15.73%
10 to 20 Years
1.09%
20 to 30 Years
13.95%
Over 30 Years
0.69%
Other
2.57%
As of March 31, 2026
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