Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.10%
Stock 51.48%
Bond 40.77%
Convertible 0.00%
Preferred 0.48%
Other 6.17%
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Market Capitalization

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

% Developed Markets: 86.66%    % Emerging Markets: 5.79%    % Unidentified Markets: 7.47%

Americas 63.54%
61.05%
Canada 37.17%
United States 23.88%
2.50%
Argentina 0.06%
Brazil 0.88%
Chile 0.09%
Colombia 0.06%
Mexico 0.70%
Peru 0.22%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.43%
United Kingdom 4.53%
10.92%
Austria 0.05%
Belgium 0.37%
Denmark 0.14%
Finland 0.30%
France 2.07%
Germany 1.27%
Greece 0.10%
Ireland 0.62%
Italy 1.23%
Netherlands 0.85%
Norway 0.64%
Portugal 0.12%
Spain 0.80%
Sweden 0.91%
Switzerland 1.05%
0.25%
Czech Republic 0.10%
Poland 0.06%
Turkey 0.08%
0.72%
Egypt 0.01%
Israel 0.19%
Nigeria 0.01%
Qatar 0.02%
Saudi Arabia 0.12%
South Africa 0.12%
United Arab Emirates 0.15%
Greater Asia 12.48%
Japan 3.37%
1.65%
Australia 1.30%
4.39%
Hong Kong 0.98%
Singapore 0.40%
South Korea 1.22%
Taiwan 1.79%
3.06%
China 1.34%
India 1.03%
Indonesia 0.28%
Kazakhstan 0.02%
Malaysia 0.12%
Pakistan 0.00%
Philippines 0.20%
Thailand 0.05%
Unidentified Region 7.47%

Bond Credit Quality Exposure

AAA 11.27%
AA 14.14%
A 19.72%
BBB 22.74%
BB 12.92%
B 5.79%
Below B 0.62%
    CCC 0.56%
    CC 0.00%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.25%
Not Available 12.56%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
19.93%
Materials
3.85%
Consumer Discretionary
3.94%
Financials
11.05%
Real Estate
1.10%
Sensitive
22.14%
Communication Services
2.89%
Energy
4.78%
Industrials
7.26%
Information Technology
7.21%
Defensive
9.36%
Consumer Staples
2.06%
Health Care
3.94%
Utilities
3.36%
Not Classified
48.56%
Non Classified Equity
0.98%
Not Classified - Non Equity
47.58%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 16.07%
Corporate 59.23%
Securitized 3.82%
Municipal 13.02%
Other 7.85%
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Bond Maturity Exposure

Short Term
2.19%
Less than 1 Year
2.19%
Intermediate
64.50%
1 to 3 Years
7.40%
3 to 5 Years
20.16%
5 to 10 Years
36.94%
Long Term
31.71%
10 to 20 Years
8.16%
20 to 30 Years
15.84%
Over 30 Years
7.71%
Other
1.60%
As of March 31, 2026
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