Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.06%
Stock 65.49%
Bond 32.73%
Convertible 0.00%
Preferred 0.00%
Other -0.28%
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Market Capitalization

As of March 31, 2026
Large 60.71%
Mid 20.14%
Small 19.15%
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Region Exposure

% Developed Markets: 99.01%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.96%

Americas 73.12%
73.08%
Canada 24.46%
United States 48.61%
0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.19%
United Kingdom 7.09%
17.10%
Belgium 3.44%
France 4.20%
Ireland 1.10%
Italy 3.37%
Netherlands 4.82%
0.00%
0.00%
Greater Asia 1.72%
Japan 0.48%
0.02%
Australia 0.02%
1.22%
Taiwan 1.22%
0.00%
Unidentified Region 0.96%

Bond Credit Quality Exposure

AAA 6.95%
AA 7.80%
A 16.58%
BBB 24.37%
BB 22.84%
B 7.47%
Below B 0.72%
    CCC 0.72%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.50%
Not Available 12.77%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
19.58%
Materials
0.00%
Consumer Discretionary
15.34%
Financials
2.20%
Real Estate
2.04%
Sensitive
20.82%
Communication Services
7.50%
Energy
2.83%
Industrials
0.00%
Information Technology
10.49%
Defensive
26.26%
Consumer Staples
13.80%
Health Care
12.46%
Utilities
0.00%
Not Classified
33.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
33.34%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 8.00%
Corporate 75.01%
Securitized 0.39%
Municipal 7.96%
Other 8.65%
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Bond Maturity Exposure

Short Term
1.64%
Less than 1 Year
1.64%
Intermediate
64.06%
1 to 3 Years
8.00%
3 to 5 Years
21.06%
5 to 10 Years
35.01%
Long Term
33.57%
10 to 20 Years
4.82%
20 to 30 Years
16.05%
Over 30 Years
12.70%
Other
0.73%
As of March 31, 2026
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