Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.00%
Stock 47.11%
Bond 52.41%
Convertible 0.00%
Preferred 0.00%
Other 0.48%
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Market Capitalization

As of March 31, 2026
Large 84.16%
Mid 10.92%
Small 4.92%
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Region Exposure

% Developed Markets: 99.90%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.10%

Americas 99.78%
99.30%
Canada 94.34%
United States 4.96%
0.49%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.11%
United Kingdom 0.00%
0.11%
Ireland 0.09%
Switzerland 0.02%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.10%

Bond Credit Quality Exposure

AAA 21.74%
AA 21.78%
A 30.40%
BBB 16.81%
BB 0.01%
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 0.30%
Not Available 8.95%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
54.89%
Materials
10.51%
Consumer Discretionary
4.48%
Financials
38.07%
Real Estate
1.82%
Sensitive
32.37%
Communication Services
2.52%
Energy
14.86%
Industrials
11.31%
Information Technology
3.69%
Defensive
9.27%
Consumer Staples
5.08%
Health Care
1.24%
Utilities
2.95%
Not Classified
3.47%
Non Classified Equity
3.47%
Not Classified - Non Equity
0.00%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 24.25%
Corporate 35.13%
Securitized 0.18%
Municipal 34.29%
Other 6.14%
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Bond Maturity Exposure

Short Term
5.27%
Less than 1 Year
5.27%
Intermediate
68.44%
1 to 3 Years
14.45%
3 to 5 Years
16.80%
5 to 10 Years
37.19%
Long Term
26.24%
10 to 20 Years
10.79%
20 to 30 Years
12.77%
Over 30 Years
2.68%
Other
0.05%
As of March 31, 2026
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