Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.62%
Stock 83.47%
Bond 8.51%
Convertible 0.00%
Preferred 0.00%
Other 3.41%
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Market Capitalization

As of March 31, 2026
Large 82.00%
Mid 14.81%
Small 3.19%
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Region Exposure

% Developed Markets: 94.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.22%

Americas 92.66%
92.59%
Canada 0.02%
United States 92.57%
0.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.99%
United Kingdom 0.44%
1.55%
Ireland 1.20%
Netherlands 0.07%
Switzerland 0.28%
0.00%
0.00%
Greater Asia 0.13%
Japan 0.00%
0.00%
0.13%
Singapore 0.13%
0.00%
Unidentified Region 5.22%

Bond Credit Quality Exposure

AAA 0.00%
AA 7.78%
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 92.22%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
25.95%
Materials
2.04%
Consumer Discretionary
9.78%
Financials
12.26%
Real Estate
1.87%
Sensitive
54.72%
Communication Services
10.01%
Energy
3.91%
Industrials
8.58%
Information Technology
32.22%
Defensive
16.63%
Consumer Staples
4.94%
Health Care
9.21%
Utilities
2.47%
Not Classified
2.70%
Non Classified Equity
0.03%
Not Classified - Non Equity
2.67%
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
97.74%
Less than 1 Year
97.74%
Intermediate
2.26%
1 to 3 Years
2.26%
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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