Asset Allocation

As of June 30, 2026.
Type % Net
Cash 5.19%
Stock 80.21%
Bond 13.72%
Convertible 0.00%
Preferred 0.00%
Other 0.88%
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Market Capitalization

As of June 30, 2026
Large 56.27%
Mid 29.86%
Small 13.87%
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Region Exposure

% Developed Markets: 92.02%    % Emerging Markets: 1.91%    % Unidentified Markets: 6.07%

Americas 65.48%
64.76%
Canada 18.53%
United States 46.23%
0.73%
Brazil 0.73%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.22%
United Kingdom 7.49%
15.72%
France 3.33%
Germany 4.35%
Ireland 1.62%
Italy 0.68%
Spain 2.52%
Switzerland 3.22%
0.00%
0.00%
Greater Asia 5.23%
Japan 0.50%
2.74%
Australia 2.74%
0.81%
Hong Kong 0.40%
South Korea 0.41%
1.18%
China 1.18%
Unidentified Region 6.07%

Bond Credit Quality Exposure

AAA 0.00%
AA 42.43%
A 0.00%
BBB 43.55%
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 14.03%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
49.26%
Materials
30.91%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
18.35%
Sensitive
32.82%
Communication Services
0.00%
Energy
20.19%
Industrials
12.63%
Information Technology
0.00%
Defensive
16.46%
Consumer Staples
0.62%
Health Care
0.00%
Utilities
15.84%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 56.45%
Corporate 35.88%
Securitized 0.00%
Municipal 0.00%
Other 7.66%
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Bond Maturity Exposure

Short Term
14.03%
Less than 1 Year
14.03%
Intermediate
85.97%
1 to 3 Years
18.69%
3 to 5 Years
31.20%
5 to 10 Years
36.08%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2026
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