Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.62%
Stock 60.88%
Bond 37.32%
Convertible 0.00%
Preferred 0.39%
Other 0.80%
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Market Capitalization

As of March 31, 2026
Large 79.02%
Mid 17.02%
Small 3.96%
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Region Exposure

% Developed Markets: 93.26%    % Emerging Markets: 2.77%    % Unidentified Markets: 3.97%

Americas 76.30%
75.57%
Canada 26.54%
United States 49.04%
0.73%
Brazil 0.45%
Chile 0.06%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.33%
United Kingdom 3.57%
9.24%
Austria 0.07%
Finland 0.14%
France 1.47%
Germany 0.18%
Ireland 4.24%
Netherlands 1.15%
Norway 0.90%
Spain 0.08%
Sweden 0.08%
Switzerland 0.77%
0.35%
Czech Republic 0.35%
0.17%
Qatar 0.06%
United Arab Emirates 0.11%
Greater Asia 6.39%
Japan 1.05%
2.94%
Australia 1.74%
0.49%
Hong Kong 0.03%
South Korea 0.46%
1.91%
China 0.15%
India 0.31%
Indonesia 0.50%
Malaysia 0.28%
Philippines 0.67%
Unidentified Region 3.97%

Bond Credit Quality Exposure

AAA 12.33%
AA 17.41%
A 6.11%
BBB 26.94%
BB 10.72%
B 5.12%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.05%
Not Available 21.33%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
29.01%
Materials
6.42%
Consumer Discretionary
3.72%
Financials
18.18%
Real Estate
0.68%
Sensitive
63.46%
Communication Services
8.95%
Energy
4.92%
Industrials
10.08%
Information Technology
39.51%
Defensive
5.89%
Consumer Staples
2.11%
Health Care
3.49%
Utilities
0.29%
Not Classified
1.65%
Non Classified Equity
1.65%
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 28.34%
Corporate 47.20%
Securitized 12.63%
Municipal 3.04%
Other 8.79%
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Bond Maturity Exposure

Short Term
6.87%
Less than 1 Year
6.87%
Intermediate
51.40%
1 to 3 Years
4.07%
3 to 5 Years
12.89%
5 to 10 Years
34.44%
Long Term
37.73%
10 to 20 Years
11.80%
20 to 30 Years
17.55%
Over 30 Years
8.38%
Other
4.01%
As of March 31, 2026
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