Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.08%
Stock 92.84%
Bond 5.13%
Convertible 0.00%
Preferred 0.70%
Other 0.25%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 89.17%
Mid 8.51%
Small 2.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 81.75%    % Emerging Markets: 15.69%    % Unidentified Markets: 2.56%

Americas 17.44%
14.70%
Canada 7.55%
United States 7.14%
2.74%
Brazil 0.17%
Mexico 1.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.44%
United Kingdom 8.21%
30.49%
Denmark 0.33%
France 6.13%
Germany 6.14%
Ireland 2.77%
Netherlands 4.27%
Norway 2.51%
Spain 3.44%
Switzerland 2.85%
1.74%
0.00%
Greater Asia 39.57%
Japan 10.96%
2.61%
Australia 2.61%
14.79%
Hong Kong 0.34%
Singapore 0.48%
South Korea 8.33%
Taiwan 5.64%
11.21%
China 2.41%
India 6.15%
Kazakhstan 2.49%
Malaysia 0.04%
Thailand 0.11%
Unidentified Region 2.56%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
38.09%
Materials
8.27%
Consumer Discretionary
6.07%
Financials
23.74%
Real Estate
0.00%
Sensitive
41.71%
Communication Services
1.38%
Energy
6.58%
Industrials
14.94%
Information Technology
18.80%
Defensive
12.26%
Consumer Staples
2.25%
Health Care
8.54%
Utilities
1.47%
Not Classified
7.94%
Non Classified Equity
2.69%
Not Classified - Non Equity
5.26%
As of March 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
View Bond Maturity Exposure
Start Trial