Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.14%
Stock 73.24%
Bond 25.64%
Convertible 0.00%
Preferred 0.58%
Other 0.40%
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Market Capitalization

As of June 30, 2026
Large 90.17%
Mid 6.52%
Small 3.31%
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Region Exposure

% Developed Markets: 95.65%    % Emerging Markets: 4.47%    % Unidentified Markets: -0.12%

Americas 68.14%
67.74%
Canada 9.46%
United States 58.28%
0.40%
Colombia 0.00%
Mexico 0.02%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.59%
United Kingdom 4.35%
14.14%
Denmark 0.02%
Finland 0.02%
France 2.00%
Germany 3.46%
Greece 0.00%
Ireland 0.12%
Italy 0.77%
Netherlands 4.39%
Spain 0.15%
Sweden 0.70%
Switzerland 1.66%
0.10%
Czech Republic 0.10%
Turkey 0.00%
0.00%
Egypt 0.00%
Saudi Arabia 0.00%
Greater Asia 13.40%
Japan 2.73%
0.54%
Australia 0.53%
6.82%
Hong Kong 0.01%
South Korea 1.20%
Taiwan 5.61%
3.30%
China 0.93%
India 2.38%
Unidentified Region -0.12%

Bond Credit Quality Exposure

AAA 23.87%
AA 13.45%
A 15.27%
BBB 17.42%
BB 9.43%
B 1.63%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.95%
Not Available 17.98%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
15.72%
Materials
0.73%
Consumer Discretionary
6.17%
Financials
7.25%
Real Estate
1.56%
Sensitive
49.35%
Communication Services
11.67%
Energy
0.00%
Industrials
2.04%
Information Technology
35.64%
Defensive
8.16%
Consumer Staples
0.00%
Health Care
8.16%
Utilities
0.00%
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 32.12%
Corporate 38.26%
Securitized 25.52%
Municipal 0.40%
Other 3.70%
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Bond Maturity Exposure

Short Term
6.13%
Less than 1 Year
6.13%
Intermediate
47.05%
1 to 3 Years
5.77%
3 to 5 Years
11.06%
5 to 10 Years
30.22%
Long Term
41.84%
10 to 20 Years
10.51%
20 to 30 Years
24.45%
Over 30 Years
6.88%
Other
4.97%
As of June 30, 2026
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