Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.22%
Stock 62.04%
Bond 26.86%
Convertible 0.00%
Preferred 0.22%
Other 7.66%
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Market Capitalization

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

% Developed Markets: 87.53%    % Emerging Markets: 1.71%    % Unidentified Markets: 10.75%

Americas 74.64%
73.58%
Canada 27.07%
United States 46.51%
1.06%
Argentina 0.10%
Brazil 0.06%
Mexico 0.49%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.01%
United Kingdom 3.02%
7.24%
Belgium 0.13%
Finland 0.01%
France 0.70%
Germany 1.69%
Ireland 1.51%
Italy 0.29%
Netherlands 0.48%
Norway 0.45%
Portugal 0.02%
Spain 0.41%
Switzerland 1.41%
0.33%
Czech Republic 0.30%
0.43%
Israel 0.01%
South Africa 0.39%
Greater Asia 3.60%
Japan 1.11%
0.46%
Australia 0.46%
1.80%
Hong Kong 0.77%
Singapore 0.02%
South Korea 1.01%
0.22%
China 0.16%
Philippines 0.03%
Thailand 0.03%
Unidentified Region 10.75%

Bond Credit Quality Exposure

AAA -9.38%
AA 9.59%
A 10.49%
BBB 26.30%
BB 13.61%
B 13.35%
Below B 1.84%
    CCC 1.80%
    CC 0.00%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.69%
Not Available 33.52%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
22.74%
Materials
4.97%
Consumer Discretionary
4.46%
Financials
12.78%
Real Estate
0.53%
Sensitive
28.56%
Communication Services
3.18%
Energy
6.15%
Industrials
9.46%
Information Technology
9.77%
Defensive
13.18%
Consumer Staples
4.37%
Health Care
6.14%
Utilities
2.68%
Not Classified
0.91%
Non Classified Equity
0.91%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 6.23%
Corporate 72.61%
Securitized 0.00%
Municipal 1.46%
Other 19.70%
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Bond Maturity Exposure

Short Term
1.36%
Less than 1 Year
1.36%
Intermediate
89.13%
1 to 3 Years
40.01%
3 to 5 Years
33.86%
5 to 10 Years
15.26%
Long Term
9.51%
10 to 20 Years
2.54%
20 to 30 Years
0.90%
Over 30 Years
6.07%
Other
0.00%
As of June 30, 2026
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