Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 67.72%
Bond 33.15%
Convertible 0.00%
Preferred 0.00%
Other -0.87%
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Market Capitalization

As of March 31, 2026
Large 77.19%
Mid 18.50%
Small 4.30%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 1.29%    % Unidentified Markets: -0.22%

Americas 53.51%
53.30%
Canada 1.04%
United States 52.26%
0.20%
Mexico 0.20%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.48%
United Kingdom 8.42%
22.55%
Austria 0.86%
Belgium 0.44%
Denmark 0.16%
Finland 0.95%
France 7.02%
Germany 4.20%
Ireland 1.82%
Italy 0.59%
Netherlands 1.26%
Norway 0.12%
Portugal 0.18%
Spain 0.10%
Sweden 0.85%
Switzerland 3.48%
0.20%
Czech Republic 0.13%
0.31%
Israel 0.08%
Qatar 0.05%
Saudi Arabia 0.18%
Greater Asia 15.24%
Japan 8.97%
0.51%
Australia 0.51%
5.27%
Hong Kong 1.37%
South Korea 1.58%
Taiwan 2.32%
0.50%
China 0.50%
Unidentified Region -0.22%

Bond Credit Quality Exposure

AAA 13.76%
AA 17.20%
A 26.03%
BBB 32.66%
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 0.00%
Not Available 10.35%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
31.24%
Materials
2.86%
Consumer Discretionary
6.50%
Financials
20.38%
Real Estate
1.50%
Sensitive
42.82%
Communication Services
4.04%
Energy
6.77%
Industrials
14.78%
Information Technology
17.24%
Defensive
25.93%
Consumer Staples
5.90%
Health Care
14.02%
Utilities
6.01%
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 25.68%
Corporate 60.35%
Securitized 11.93%
Municipal 1.53%
Other 0.50%
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Bond Maturity Exposure

Short Term
1.42%
Less than 1 Year
1.42%
Intermediate
67.77%
1 to 3 Years
16.14%
3 to 5 Years
17.30%
5 to 10 Years
34.33%
Long Term
30.58%
10 to 20 Years
14.78%
20 to 30 Years
12.68%
Over 30 Years
3.12%
Other
0.24%
As of March 31, 2026
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