Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.65%
Stock 81.77%
Bond 15.73%
Convertible 0.00%
Preferred 0.44%
Other 1.42%
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Market Capitalization

As of March 31, 2026
Large 55.86%
Mid 21.61%
Small 22.53%
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Region Exposure

% Developed Markets: 90.55%    % Emerging Markets: 6.18%    % Unidentified Markets: 3.27%

Americas 68.81%
66.76%
Canada 4.09%
United States 62.67%
2.05%
Argentina 0.00%
Brazil 0.99%
Chile 0.10%
Colombia 0.02%
Mexico 0.29%
Peru 0.01%
Venezuela 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.60%
United Kingdom 3.44%
9.91%
Austria 0.10%
Belgium 0.16%
Denmark 0.32%
Finland 0.28%
France 1.73%
Germany 1.59%
Greece 0.03%
Ireland 0.64%
Italy 0.66%
Netherlands 1.00%
Norway 0.23%
Portugal 0.06%
Spain 0.70%
Sweden 0.58%
Switzerland 1.55%
0.33%
Czech Republic 0.02%
Poland 0.08%
Russia 0.00%
Turkey 0.16%
0.92%
Egypt 0.00%
Israel 0.23%
Nigeria 0.00%
Qatar 0.03%
Saudi Arabia 0.20%
South Africa 0.35%
United Arab Emirates 0.07%
Greater Asia 13.32%
Japan 5.06%
1.04%
Australia 1.00%
3.40%
Hong Kong 0.68%
Singapore 0.23%
South Korea 0.86%
Taiwan 1.61%
3.82%
China 2.46%
India 0.87%
Indonesia 0.12%
Kazakhstan 0.00%
Malaysia 0.15%
Pakistan 0.00%
Philippines 0.03%
Thailand 0.19%
Unidentified Region 3.27%

Bond Credit Quality Exposure

AAA 8.67%
AA 38.69%
A 10.58%
BBB 17.80%
BB 2.45%
B 1.31%
Below B 0.56%
    CCC 0.56%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.22%
Not Available 19.72%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
29.08%
Materials
5.14%
Consumer Discretionary
7.84%
Financials
14.35%
Real Estate
1.75%
Sensitive
39.66%
Communication Services
5.43%
Energy
4.27%
Industrials
9.91%
Information Technology
20.05%
Defensive
13.80%
Consumer Staples
4.10%
Health Care
7.69%
Utilities
2.00%
Not Classified
17.46%
Non Classified Equity
0.32%
Not Classified - Non Equity
17.14%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 33.00%
Corporate 27.92%
Securitized 35.90%
Municipal 1.93%
Other 1.24%
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Bond Maturity Exposure

Short Term
1.87%
Less than 1 Year
1.87%
Intermediate
55.34%
1 to 3 Years
9.71%
3 to 5 Years
14.45%
5 to 10 Years
31.17%
Long Term
42.14%
10 to 20 Years
18.02%
20 to 30 Years
23.41%
Over 30 Years
0.71%
Other
0.65%
As of March 31, 2026
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