Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.02%
Stock 9.70%
Bond 75.62%
Convertible 0.00%
Preferred 6.67%
Other 5.98%
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Market Capitalization

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

% Developed Markets: 92.87%    % Emerging Markets: 0.53%    % Unidentified Markets: 6.60%

Americas 87.73%
86.16%
Canada 5.25%
United States 80.91%
1.57%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.44%
United Kingdom 0.94%
3.50%
France 0.19%
Germany 0.79%
Ireland 0.11%
Netherlands 1.16%
Switzerland 0.10%
0.00%
0.00%
Greater Asia 1.23%
Japan 0.00%
0.00%
1.23%
Singapore 1.23%
0.00%
Unidentified Region 6.60%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 1.74%
BBB 33.74%
BB 51.42%
B 10.92%
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 2.18%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 69.48%
Securitized 0.00%
Municipal 0.00%
Other 30.52%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
38.54%
1 to 3 Years
9.95%
3 to 5 Years
8.04%
5 to 10 Years
20.55%
Long Term
41.33%
10 to 20 Years
10.52%
20 to 30 Years
23.50%
Over 30 Years
7.32%
Other
20.13%
As of March 31, 2026
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