Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.13%
Stock 60.77%
Bond 38.42%
Convertible 0.00%
Preferred 0.00%
Other 0.68%
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Market Capitalization

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

% Developed Markets: 99.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.73%

Americas 91.58%
91.04%
Canada 72.73%
United States 18.31%
0.54%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.62%
United Kingdom 1.59%
6.03%
France 1.16%
Ireland 4.04%
Netherlands 0.83%
0.00%
0.00%
Greater Asia 0.06%
Japan 0.00%
0.06%
Australia 0.06%
0.00%
0.00%
Unidentified Region 0.73%

Bond Credit Quality Exposure

AAA 1.94%
AA 1.39%
A 23.15%
BBB 46.85%
BB 6.05%
B 0.31%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.08%
Not Available 19.23%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
38.76%
Materials
12.27%
Consumer Discretionary
2.86%
Financials
23.05%
Real Estate
0.59%
Sensitive
55.54%
Communication Services
7.45%
Energy
9.18%
Industrials
10.81%
Information Technology
28.11%
Defensive
2.93%
Consumer Staples
0.53%
Health Care
1.10%
Utilities
1.30%
Not Classified
2.76%
Non Classified Equity
2.76%
Not Classified - Non Equity
0.00%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 6.35%
Corporate 71.46%
Securitized 1.54%
Municipal 0.00%
Other 20.65%
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Bond Maturity Exposure

Short Term
4.29%
Less than 1 Year
4.29%
Intermediate
63.26%
1 to 3 Years
5.47%
3 to 5 Years
16.66%
5 to 10 Years
41.13%
Long Term
31.07%
10 to 20 Years
10.54%
20 to 30 Years
10.84%
Over 30 Years
9.68%
Other
1.38%
As of March 31, 2026
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