Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.54%
Stock 58.72%
Bond 30.06%
Convertible 0.00%
Preferred 0.06%
Other 8.62%
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Market Capitalization

As of March 31, 2026
Large 72.72%
Mid 17.66%
Small 9.63%
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Region Exposure

% Developed Markets: 75.59%    % Emerging Markets: 12.05%    % Unidentified Markets: 12.35%

Americas 58.87%
54.63%
Canada 2.24%
United States 52.39%
4.24%
Argentina 0.14%
Brazil 0.93%
Chile 0.30%
Colombia 0.48%
Mexico 1.04%
Peru 0.27%
Venezuela 0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.96%
United Kingdom 3.98%
9.31%
Austria 0.24%
Belgium 0.16%
Denmark 0.23%
Finland 0.23%
France 1.47%
Germany 1.37%
Greece 0.05%
Ireland 0.61%
Italy 0.64%
Netherlands 1.36%
Norway 0.25%
Portugal 0.11%
Spain 0.47%
Sweden 0.50%
Switzerland 1.04%
1.88%
Czech Republic 0.25%
Poland 0.27%
Turkey 0.26%
1.79%
Egypt 0.18%
Israel 0.04%
Nigeria 0.06%
Qatar 0.07%
Saudi Arabia 0.20%
South Africa 0.49%
United Arab Emirates 0.09%
Greater Asia 11.82%
Japan 3.47%
0.81%
Australia 0.58%
2.87%
Hong Kong 0.39%
Singapore 0.31%
South Korea 0.86%
Taiwan 1.31%
4.67%
China 1.57%
India 0.89%
Indonesia 0.63%
Kazakhstan 0.11%
Malaysia 0.39%
Pakistan 0.03%
Philippines 0.13%
Thailand 0.35%
Unidentified Region 12.35%

Bond Credit Quality Exposure

AAA 6.79%
AA 32.93%
A 9.88%
BBB 19.03%
BB 11.78%
B 5.71%
Below B 2.18%
    CCC 2.12%
    CC 0.00%
    C 0.02%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 0.22%
Not Available 11.49%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
26.03%
Materials
4.46%
Consumer Discretionary
6.99%
Financials
11.34%
Real Estate
3.24%
Sensitive
32.42%
Communication Services
4.45%
Energy
4.43%
Industrials
9.53%
Information Technology
14.00%
Defensive
10.81%
Consumer Staples
2.70%
Health Care
6.73%
Utilities
1.39%
Not Classified
30.75%
Non Classified Equity
0.27%
Not Classified - Non Equity
30.48%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 61.64%
Corporate 29.13%
Securitized 4.86%
Municipal 1.06%
Other 3.31%
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Bond Maturity Exposure

Short Term
9.02%
Less than 1 Year
9.02%
Intermediate
64.96%
1 to 3 Years
14.00%
3 to 5 Years
20.91%
5 to 10 Years
30.06%
Long Term
24.50%
10 to 20 Years
10.89%
20 to 30 Years
11.75%
Over 30 Years
1.85%
Other
1.52%
As of March 31, 2026
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