Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 53.80%
Bond 42.13%
Convertible 0.00%
Preferred 1.03%
Other 3.04%
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Market Capitalization

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

% Developed Markets: 97.03%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.97%

Americas 91.02%
90.52%
Canada 64.34%
United States 26.18%
0.50%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.47%
United Kingdom 2.58%
2.89%
France 0.91%
Germany 0.55%
Ireland 0.08%
Spain 0.40%
Sweden 0.17%
Switzerland 0.78%
0.00%
0.00%
Greater Asia 0.55%
Japan 0.00%
0.55%
Australia 0.55%
0.00%
0.00%
Unidentified Region 2.97%

Bond Credit Quality Exposure

AAA 38.73%
AA 12.60%
A 24.73%
BBB 20.24%
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 1.84%
Not Available 1.87%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
49.49%
Materials
3.21%
Consumer Discretionary
5.66%
Financials
20.50%
Real Estate
20.11%
Sensitive
29.88%
Communication Services
4.31%
Energy
3.96%
Industrials
13.08%
Information Technology
8.52%
Defensive
12.43%
Consumer Staples
4.17%
Health Care
8.27%
Utilities
0.00%
Not Classified
8.20%
Non Classified Equity
3.76%
Not Classified - Non Equity
4.44%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 38.79%
Corporate 35.71%
Securitized 0.00%
Municipal 17.32%
Other 8.18%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
77.21%
1 to 3 Years
15.29%
3 to 5 Years
22.91%
5 to 10 Years
39.00%
Long Term
22.79%
10 to 20 Years
3.27%
20 to 30 Years
19.53%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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