Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.09%
Stock 58.93%
Bond 38.82%
Convertible 0.00%
Preferred 0.00%
Other 1.16%
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Market Capitalization

As of March 31, 2026
Large 74.81%
Mid 16.47%
Small 8.72%
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Region Exposure

% Developed Markets: 95.36%    % Emerging Markets: 0.37%    % Unidentified Markets: 4.27%

Americas 58.26%
57.18%
Canada 22.04%
United States 35.14%
1.08%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.65%
United Kingdom 7.01%
20.49%
Austria 0.22%
Belgium 0.09%
Denmark 0.22%
Finland 0.04%
France 3.91%
Germany 0.89%
Greece 0.07%
Ireland 5.57%
Italy 2.14%
Netherlands 1.35%
Norway 2.16%
Spain 0.59%
Sweden 0.39%
Switzerland 1.97%
0.15%
0.00%
Greater Asia 9.81%
Japan 2.13%
0.25%
Australia 0.25%
7.30%
Hong Kong 1.37%
Singapore 0.41%
South Korea 2.04%
Taiwan 3.48%
0.13%
China 0.13%
Unidentified Region 4.27%

Bond Credit Quality Exposure

AAA 13.64%
AA 11.47%
A 11.12%
BBB 24.45%
BB 12.12%
B 5.84%
Below B 0.03%
    CCC 0.03%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.29%
Not Available 21.04%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
21.85%
Materials
0.86%
Consumer Discretionary
5.20%
Financials
15.79%
Real Estate
0.00%
Sensitive
28.32%
Communication Services
8.27%
Energy
0.98%
Industrials
7.35%
Information Technology
11.72%
Defensive
10.65%
Consumer Staples
4.08%
Health Care
5.01%
Utilities
1.57%
Not Classified
39.17%
Non Classified Equity
0.00%
Not Classified - Non Equity
39.17%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 17.15%
Corporate 44.59%
Securitized 17.02%
Municipal 12.01%
Other 9.23%
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Bond Maturity Exposure

Short Term
8.73%
Less than 1 Year
8.73%
Intermediate
49.32%
1 to 3 Years
4.43%
3 to 5 Years
19.04%
5 to 10 Years
25.85%
Long Term
37.86%
10 to 20 Years
22.54%
20 to 30 Years
9.76%
Over 30 Years
5.55%
Other
4.09%
As of March 31, 2026
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