Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.00%
Stock 7.28%
Bond 28.62%
Convertible 0.00%
Preferred -0.91%
Other 65.00%
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Market Capitalization

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

% Developed Markets: 35.30%    % Emerging Markets: -0.38%    % Unidentified Markets: 65.08%

Americas 25.57%
22.76%
Canada 1.07%
United States 21.69%
2.81%
Mexico -0.23%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.51%
United Kingdom 1.84%
3.67%
Belgium -0.28%
Denmark 0.03%
Finland 0.75%
France 3.11%
Germany 0.23%
Ireland 0.34%
Italy 0.25%
Netherlands -0.36%
Norway 0.06%
Portugal 0.10%
Spain 0.16%
Sweden 0.19%
Switzerland 0.28%
0.00%
0.00%
Greater Asia 3.84%
Japan 3.28%
-0.40%
Australia -0.43%
1.05%
Hong Kong 0.47%
Singapore 0.58%
-0.09%
China -0.09%
Unidentified Region 65.08%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.20%
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 99.80%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
26.89%
Materials
-10.38%
Consumer Discretionary
17.04%
Financials
37.62%
Real Estate
-17.38%
Sensitive
30.40%
Communication Services
2.15%
Energy
11.55%
Industrials
16.84%
Information Technology
-0.15%
Defensive
-34.72%
Consumer Staples
-2.52%
Health Care
-8.61%
Utilities
-23.58%
Not Classified
77.43%
Non Classified Equity
-1.49%
Not Classified - Non Equity
78.92%
As of March 31, 2026
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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%
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Bond Maturity Exposure

Short Term
99.92%
Less than 1 Year
99.92%
Intermediate
0.08%
1 to 3 Years
0.08%
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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