Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.85%
Stock 62.84%
Bond 34.39%
Convertible 0.00%
Preferred 0.00%
Other 0.92%
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Market Capitalization

As of March 31, 2026
Large 75.57%
Mid 14.82%
Small 9.61%
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Region Exposure

% Developed Markets: 96.90%    % Emerging Markets: 1.33%    % Unidentified Markets: 1.77%

Americas 71.84%
70.48%
Canada 2.33%
United States 68.14%
1.37%
Argentina 0.10%
Chile 0.05%
Colombia 0.31%
Mexico 0.16%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.27%
United Kingdom 6.00%
12.09%
Austria 0.69%
France 3.42%
Germany 2.16%
Ireland 1.70%
Italy 0.95%
Netherlands 0.10%
Norway 0.97%
Spain 0.15%
Switzerland 1.67%
0.04%
Turkey 0.04%
0.14%
Egypt 0.09%
Israel 0.01%
United Arab Emirates 0.04%
Greater Asia 8.11%
Japan 5.01%
0.31%
Australia 0.31%
2.79%
Hong Kong 0.66%
South Korea 0.72%
Taiwan 1.41%
0.00%
Unidentified Region 1.77%

Bond Credit Quality Exposure

AAA 5.39%
AA 10.63%
A 7.50%
BBB 21.62%
BB 15.53%
B 7.40%
Below B 1.42%
    CCC 1.33%
    CC 0.08%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 4.35%
Not Available 26.15%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
25.93%
Materials
2.71%
Consumer Discretionary
6.42%
Financials
14.17%
Real Estate
2.63%
Sensitive
43.92%
Communication Services
6.95%
Energy
4.35%
Industrials
9.17%
Information Technology
23.44%
Defensive
28.41%
Consumer Staples
8.17%
Health Care
12.27%
Utilities
7.98%
Not Classified
1.74%
Non Classified Equity
0.57%
Not Classified - Non Equity
1.18%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 8.25%
Corporate 44.67%
Securitized 44.32%
Municipal 0.00%
Other 2.75%
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Bond Maturity Exposure

Short Term
1.16%
Less than 1 Year
1.16%
Intermediate
42.66%
1 to 3 Years
5.79%
3 to 5 Years
11.25%
5 to 10 Years
25.62%
Long Term
55.29%
10 to 20 Years
15.53%
20 to 30 Years
35.41%
Over 30 Years
4.35%
Other
0.90%
As of March 31, 2026
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