Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.96%
Stock 21.21%
Bond 76.61%
Convertible 0.00%
Preferred 0.05%
Other 0.16%
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Market Capitalization

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

% Developed Markets: 74.19%    % Emerging Markets: 6.39%    % Unidentified Markets: 19.42%

Americas 63.82%
60.84%
Canada 0.81%
United States 60.03%
2.98%
Argentina 0.25%
Brazil 0.06%
Chile 0.00%
Colombia 0.29%
Mexico 0.57%
Venezuela 0.51%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.44%
United Kingdom 2.83%
6.92%
Austria 0.05%
Denmark 0.00%
France 0.75%
Germany 0.33%
Greece 0.00%
Ireland 0.34%
Italy 0.90%
Netherlands 1.43%
Spain 0.70%
Sweden 0.51%
Switzerland 1.09%
0.37%
Poland 0.00%
Turkey 0.25%
1.32%
Egypt 0.13%
Israel 0.04%
Nigeria 0.13%
South Africa 0.06%
Greater Asia 5.32%
Japan 0.52%
0.34%
Australia 0.34%
1.86%
Hong Kong 0.59%
Singapore 0.70%
Taiwan 0.45%
2.61%
China 0.07%
India 1.26%
Indonesia 0.57%
Malaysia 0.44%
Pakistan 0.07%
Unidentified Region 19.42%

Bond Credit Quality Exposure

AAA 1.74%
AA 5.97%
A 7.93%
BBB 18.13%
BB 24.18%
B 17.96%
Below B 4.12%
    CCC 4.12%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.34%
Not Available 16.63%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
33.84%
Materials
0.21%
Consumer Discretionary
3.82%
Financials
25.52%
Real Estate
4.29%
Sensitive
24.45%
Communication Services
7.86%
Energy
5.55%
Industrials
3.72%
Information Technology
7.32%
Defensive
33.71%
Consumer Staples
15.42%
Health Care
18.00%
Utilities
0.29%
Not Classified
7.99%
Non Classified Equity
0.26%
Not Classified - Non Equity
7.73%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 6.52%
Corporate 57.41%
Securitized 28.02%
Municipal 0.04%
Other 8.01%
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Bond Maturity Exposure

Short Term
2.93%
Less than 1 Year
2.93%
Intermediate
66.32%
1 to 3 Years
11.18%
3 to 5 Years
19.24%
5 to 10 Years
35.90%
Long Term
27.57%
10 to 20 Years
7.96%
20 to 30 Years
12.71%
Over 30 Years
6.90%
Other
3.17%
As of March 31, 2026
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