Asset Allocation

As of March 31, 2026.
Type % Net
Cash 18.68%
Stock 71.56%
Bond 4.16%
Convertible 0.00%
Preferred 1.26%
Other 4.34%
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Market Capitalization

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

% Developed Markets: 91.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 8.73%

Americas 88.23%
86.41%
Canada 0.13%
United States 86.28%
1.82%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.04%
United Kingdom 1.34%
1.74%
Ireland 0.10%
Netherlands 1.73%
Switzerland -0.09%
0.00%
-0.05%
Israel -0.05%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 8.73%

Bond Credit Quality Exposure

AAA 0.00%
AA 57.22%
A 0.00%
BBB 0.00%
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 42.78%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
23.76%
Materials
0.25%
Consumer Discretionary
12.08%
Financials
10.60%
Real Estate
0.82%
Sensitive
48.95%
Communication Services
11.89%
Energy
3.13%
Industrials
8.70%
Information Technology
25.23%
Defensive
12.89%
Consumer Staples
1.34%
Health Care
7.51%
Utilities
4.04%
Not Classified
14.41%
Non Classified Equity
4.64%
Not Classified - Non Equity
9.76%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 95.63%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 4.37%
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Bond Maturity Exposure

Short Term
79.94%
Less than 1 Year
79.94%
Intermediate
20.06%
1 to 3 Years
20.06%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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