Asset Allocation

As of March 31, 2026.
Type % Net
Cash 41.68%
Stock 30.72%
Bond 25.84%
Convertible 0.00%
Preferred 0.00%
Other 1.77%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 96.73%
Mid 0.00%
Small 3.27%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.87%    % Emerging Markets: 0.11%    % Unidentified Markets: 2.02%

Americas 97.09%
96.63%
Canada 4.81%
United States 91.82%
0.46%
Brazil 0.00%
Mexico 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.88%
United Kingdom 0.12%
0.76%
Austria 0.00%
France 0.00%
Germany 0.73%
Ireland 0.02%
Netherlands 0.00%
Spain 0.00%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.01%
Japan 0.01%
0.00%
Australia 0.00%
0.00%
Hong Kong 0.00%
Singapore 0.00%
0.00%
China 0.00%
Unidentified Region 2.02%

Bond Credit Quality Exposure

AAA 5.43%
AA 86.79%
A 0.46%
BBB 0.59%
BB 0.03%
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 0.01%
Not Available 6.67%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
1.24%
Materials
0.07%
Consumer Discretionary
0.73%
Financials
0.38%
Real Estate
0.06%
Sensitive
91.19%
Communication Services
10.89%
Energy
4.18%
Industrials
0.28%
Information Technology
75.84%
Defensive
2.01%
Consumer Staples
1.62%
Health Care
0.30%
Utilities
0.08%
Not Classified
5.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.56%
As of March 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 93.05%
Corporate 1.14%
Securitized 5.78%
Municipal 0.00%
Other 0.03%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
10.96%
Less than 1 Year
10.96%
Intermediate
83.33%
1 to 3 Years
42.73%
3 to 5 Years
39.38%
5 to 10 Years
1.22%
Long Term
5.68%
10 to 20 Years
5.63%
20 to 30 Years
0.04%
Over 30 Years
0.01%
Other
0.04%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial