Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.29%
Stock 60.77%
Bond 38.09%
Convertible 0.00%
Preferred 0.00%
Other 0.85%
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Market Capitalization

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

% Developed Markets: 98.59%    % Emerging Markets: 0.56%    % Unidentified Markets: 0.85%

Americas 89.37%
88.97%
Canada 79.75%
United States 9.22%
0.40%
Brazil 0.40%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.83%
United Kingdom 2.14%
4.67%
Belgium 0.28%
Denmark 0.05%
France 0.94%
Germany 0.08%
Ireland 0.35%
Italy 0.55%
Netherlands 0.19%
Norway 0.71%
Spain 0.09%
Sweden 0.84%
Switzerland 0.58%
0.02%
0.00%
Greater Asia 2.95%
Japan 0.59%
0.04%
Australia 0.04%
2.17%
Hong Kong 0.28%
Singapore 0.20%
South Korea 0.43%
Taiwan 1.27%
0.14%
China 0.14%
Unidentified Region 0.85%

Bond Credit Quality Exposure

AAA 23.49%
AA 18.49%
A 47.08%
BBB 4.99%
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 5.95%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
31.12%
Materials
7.10%
Consumer Discretionary
2.62%
Financials
19.85%
Real Estate
1.56%
Sensitive
23.19%
Communication Services
1.82%
Energy
4.80%
Industrials
9.79%
Information Technology
6.78%
Defensive
7.47%
Consumer Staples
2.06%
Health Care
1.94%
Utilities
3.47%
Not Classified
38.21%
Non Classified Equity
1.46%
Not Classified - Non Equity
36.75%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 20.60%
Corporate 46.71%
Securitized 0.00%
Municipal 28.19%
Other 4.49%
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Bond Maturity Exposure

Short Term
5.60%
Less than 1 Year
5.60%
Intermediate
74.07%
1 to 3 Years
2.16%
3 to 5 Years
26.07%
5 to 10 Years
45.83%
Long Term
20.33%
10 to 20 Years
3.05%
20 to 30 Years
15.37%
Over 30 Years
1.91%
Other
0.00%
As of March 31, 2026
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