Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 94.51%
Bond 5.53%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of March 31, 2026
Large 53.34%
Mid 20.93%
Small 25.73%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 75.12%
74.73%
Canada 1.28%
United States 73.46%
0.39%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.51%
United Kingdom 4.96%
13.55%
France 0.38%
Germany 3.67%
Ireland 0.79%
Netherlands 3.27%
Spain 0.68%
Sweden 0.26%
Switzerland 4.51%
0.00%
0.00%
Greater Asia 6.41%
Japan 5.54%
0.00%
0.87%
South Korea 0.87%
0.00%
Unidentified Region -0.05%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
46.15%
Materials
2.67%
Consumer Discretionary
10.44%
Financials
32.65%
Real Estate
0.39%
Sensitive
37.37%
Communication Services
6.87%
Energy
0.00%
Industrials
22.84%
Information Technology
7.66%
Defensive
16.48%
Consumer Staples
8.70%
Health Care
4.09%
Utilities
3.70%
Not Classified
0.00%
Non Classified Equity
0.00%
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 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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