Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.26%
Stock 25.70%
Bond 70.69%
Convertible 0.00%
Preferred 0.62%
Other -0.28%
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Market Capitalization

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

% Developed Markets: 93.59%    % Emerging Markets: 3.25%    % Unidentified Markets: 3.16%

Americas 84.46%
82.79%
Canada 51.88%
United States 30.91%
1.67%
Argentina 0.22%
Brazil 0.17%
Chile 0.02%
Colombia 0.20%
Mexico 0.64%
Peru 0.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.17%
United Kingdom 1.92%
5.20%
Austria 0.24%
Belgium 0.16%
Denmark 0.09%
Finland 0.03%
France 1.20%
Germany 0.44%
Greece 0.02%
Ireland 0.32%
Italy 0.52%
Netherlands 0.49%
Norway 0.01%
Portugal 0.00%
Spain 0.47%
Sweden 0.13%
Switzerland 0.48%
0.67%
Czech Republic 0.00%
Poland 0.37%
Turkey 0.01%
0.38%
Egypt 0.16%
Israel 0.08%
Qatar 0.00%
Saudi Arabia 0.04%
South Africa 0.06%
United Arab Emirates 0.04%
Greater Asia 4.21%
Japan 1.32%
0.45%
Australia 0.44%
1.67%
Hong Kong 0.25%
Singapore 0.07%
South Korea 0.82%
Taiwan 0.53%
0.78%
China 0.43%
India 0.26%
Indonesia 0.01%
Malaysia 0.01%
Philippines 0.02%
Thailand 0.04%
Unidentified Region 3.16%

Bond Credit Quality Exposure

AAA 18.86%
AA 20.45%
A 18.94%
BBB 19.41%
BB 7.71%
B 2.84%
Below B 0.41%
    CCC 0.32%
    CC 0.00%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.05%
Not Rated 0.67%
Not Available 10.70%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
8.98%
Materials
1.90%
Consumer Discretionary
2.03%
Financials
4.63%
Real Estate
0.42%
Sensitive
11.45%
Communication Services
1.67%
Energy
1.62%
Industrials
2.88%
Information Technology
5.28%
Defensive
3.47%
Consumer Staples
1.10%
Health Care
1.67%
Utilities
0.69%
Not Classified
76.10%
Non Classified Equity
2.22%
Not Classified - Non Equity
73.88%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 15.54%
Corporate 54.23%
Securitized 5.08%
Municipal 18.31%
Other 6.83%
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Bond Maturity Exposure

Short Term
6.13%
Less than 1 Year
6.13%
Intermediate
63.43%
1 to 3 Years
17.05%
3 to 5 Years
16.61%
5 to 10 Years
29.77%
Long Term
29.67%
10 to 20 Years
11.22%
20 to 30 Years
16.44%
Over 30 Years
2.01%
Other
0.77%
As of March 31, 2026
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