Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.85%
Stock 58.46%
Bond 41.19%
Convertible 0.00%
Preferred 0.00%
Other -0.49%
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Market Capitalization

As of March 31, 2026
Large 69.51%
Mid 22.38%
Small 8.10%
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Region Exposure

% Developed Markets: 98.72%    % Emerging Markets: 0.07%    % Unidentified Markets: 1.21%

Americas 83.11%
83.05%
Canada 42.05%
United States 41.00%
0.06%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.42%
United Kingdom 4.28%
9.14%
France 2.26%
Germany 1.00%
Ireland 2.43%
Netherlands 0.87%
Switzerland 2.37%
0.00%
0.00%
Greater Asia 2.26%
Japan 2.13%
0.13%
Australia 0.13%
0.00%
0.00%
Unidentified Region 1.21%

Bond Credit Quality Exposure

AAA 5.70%
AA 7.91%
A 9.73%
BBB 26.51%
BB 25.12%
B 7.37%
Below B 0.70%
    CCC 0.70%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.37%
Not Available 16.58%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
21.14%
Materials
4.56%
Consumer Discretionary
5.39%
Financials
9.96%
Real Estate
1.24%
Sensitive
27.85%
Communication Services
4.60%
Energy
3.04%
Industrials
11.99%
Information Technology
8.21%
Defensive
11.04%
Consumer Staples
1.66%
Health Care
9.37%
Utilities
0.00%
Not Classified
39.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
39.98%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 14.23%
Corporate 72.65%
Securitized 0.19%
Municipal 5.55%
Other 7.38%
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Bond Maturity Exposure

Short Term
6.75%
Less than 1 Year
6.75%
Intermediate
54.93%
1 to 3 Years
7.05%
3 to 5 Years
19.35%
5 to 10 Years
28.54%
Long Term
37.47%
10 to 20 Years
5.48%
20 to 30 Years
17.43%
Over 30 Years
14.57%
Other
0.84%
As of March 31, 2026
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