Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.03%
Stock 61.22%
Bond 37.82%
Convertible 0.00%
Preferred 0.00%
Other 0.93%
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Market Capitalization

As of March 31, 2026
Large 62.42%
Mid 22.47%
Small 15.11%
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Region Exposure

% Developed Markets: 97.22%    % Emerging Markets: 1.86%    % Unidentified Markets: 0.93%

Americas 76.09%
75.01%
Canada 57.68%
United States 17.32%
1.09%
Brazil 1.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.10%
United Kingdom 5.34%
8.45%
Belgium 0.22%
Finland 0.77%
France 0.85%
Germany 0.68%
Ireland 0.89%
Italy 1.52%
Netherlands 1.10%
Norway 0.97%
Spain 0.11%
Sweden 0.74%
Switzerland 0.61%
0.01%
0.29%
Israel 0.29%
Greater Asia 8.88%
Japan 2.93%
0.90%
Australia 0.90%
4.21%
Hong Kong 0.89%
Singapore 0.46%
South Korea 0.83%
Taiwan 2.04%
0.84%
China 0.39%
India 0.45%
Unidentified Region 0.93%

Bond Credit Quality Exposure

AAA 24.09%
AA 18.69%
A 42.49%
BBB 4.80%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 9.92%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
39.22%
Materials
8.41%
Consumer Discretionary
4.40%
Financials
25.05%
Real Estate
1.36%
Sensitive
45.42%
Communication Services
4.21%
Energy
7.40%
Industrials
19.55%
Information Technology
14.26%
Defensive
14.43%
Consumer Staples
2.91%
Health Care
8.48%
Utilities
3.04%
Not Classified
0.93%
Non Classified Equity
0.93%
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 20.21%
Corporate 45.50%
Securitized 0.00%
Municipal 30.38%
Other 3.91%
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Bond Maturity Exposure

Short Term
9.67%
Less than 1 Year
9.67%
Intermediate
71.24%
1 to 3 Years
5.96%
3 to 5 Years
18.77%
5 to 10 Years
46.50%
Long Term
19.09%
10 to 20 Years
2.81%
20 to 30 Years
14.61%
Over 30 Years
1.67%
Other
0.00%
As of March 31, 2026
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