Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.03%
Stock 21.11%
Bond 77.20%
Convertible 0.00%
Preferred 0.36%
Other -0.70%
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Market Capitalization

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

% Developed Markets: 97.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.47%

Americas 85.73%
85.50%
Canada 46.11%
United States 39.39%
0.23%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.23%
United Kingdom 5.18%
5.05%
Denmark 0.01%
France 1.10%
Ireland 2.17%
Netherlands 0.80%
Sweden 0.00%
Switzerland 0.22%
0.00%
0.00%
Greater Asia 1.57%
Japan 1.43%
0.13%
Australia 0.13%
0.00%
0.00%
Unidentified Region 2.47%

Bond Credit Quality Exposure

AAA 0.94%
AA 14.09%
A 5.11%
BBB 22.41%
BB 31.76%
B 10.79%
Below B 1.44%
    CCC 1.44%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 13.46%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
28.74%
Materials
6.32%
Consumer Discretionary
3.66%
Financials
18.09%
Real Estate
0.67%
Sensitive
62.85%
Communication Services
8.80%
Energy
4.84%
Industrials
9.79%
Information Technology
39.43%
Defensive
6.17%
Consumer Staples
2.08%
Health Care
3.43%
Utilities
0.67%
Not Classified
2.24%
Non Classified Equity
2.24%
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 19.50%
Corporate 75.26%
Securitized 0.00%
Municipal 0.00%
Other 5.24%
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Bond Maturity Exposure

Short Term
4.49%
Less than 1 Year
4.49%
Intermediate
48.23%
1 to 3 Years
7.40%
3 to 5 Years
20.24%
5 to 10 Years
20.59%
Long Term
45.89%
10 to 20 Years
4.18%
20 to 30 Years
21.30%
Over 30 Years
20.41%
Other
1.40%
As of March 31, 2026
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