Asset Allocation

As of May 31, 2026.
Type % Net
Cash 6.31%
Stock 81.62%
Bond 12.39%
Convertible 0.00%
Preferred 0.00%
Other -0.32%
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Market Capitalization

As of May 31, 2026
Large 17.93%
Mid 12.97%
Small 69.10%
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Region Exposure

% Developed Markets: 90.72%    % Emerging Markets: 3.23%    % Unidentified Markets: 6.04%

Americas 34.22%
28.50%
Canada 6.10%
United States 22.40%
5.73%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.14%
United Kingdom 27.80%
29.34%
Belgium 4.12%
Denmark 3.90%
France 9.46%
Ireland 5.32%
Switzerland 1.91%
0.00%
0.00%
Greater Asia 2.60%
Japan 0.00%
0.00%
2.60%
Hong Kong 2.60%
0.00%
Unidentified Region 6.04%

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
25.40%
Materials
0.00%
Consumer Discretionary
25.40%
Financials
0.00%
Real Estate
0.00%
Sensitive
45.92%
Communication Services
15.97%
Energy
5.72%
Industrials
20.86%
Information Technology
3.36%
Defensive
16.37%
Consumer Staples
9.34%
Health Care
7.03%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of May 31, 2026
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Bond Sector Exposure

As of May 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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