Asset Allocation

As of June 30, 2026.
Type % Net
Cash -0.43%
Stock 39.94%
Bond 34.95%
Convertible 0.00%
Preferred -0.03%
Other 25.57%
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Market Capitalization

As of June 30, 2026
Large 80.19%
Mid 16.07%
Small 3.74%
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Region Exposure

% Developed Markets: 74.49%    % Emerging Markets: 0.02%    % Unidentified Markets: 25.49%

Americas 55.42%
55.19%
Canada 1.06%
United States 54.13%
0.23%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.48%
United Kingdom 5.30%
10.18%
Belgium -0.04%
Denmark 0.32%
Finland 0.17%
France 5.04%
Germany 1.19%
Ireland 0.18%
Italy 0.62%
Netherlands 0.90%
Norway 0.24%
Spain 0.52%
Sweden 0.35%
Switzerland 0.70%
0.00%
0.00%
Greater Asia 3.61%
Japan 2.30%
0.83%
Australia 0.83%
0.44%
Hong Kong 0.03%
Singapore 0.41%
0.05%
China 0.05%
Unidentified Region 25.49%

Bond Credit Quality Exposure

AAA 0.00%
AA 58.70%
A 10.55%
BBB 0.00%
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 30.75%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
19.41%
Materials
1.73%
Consumer Discretionary
4.50%
Financials
13.76%
Real Estate
-0.58%
Sensitive
37.08%
Communication Services
4.28%
Energy
4.07%
Industrials
5.03%
Information Technology
23.70%
Defensive
7.14%
Consumer Staples
0.85%
Health Care
5.46%
Utilities
0.83%
Not Classified
0.24%
Non Classified Equity
0.24%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 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
31.28%
Less than 1 Year
31.28%
Intermediate
62.52%
1 to 3 Years
0.17%
3 to 5 Years
2.44%
5 to 10 Years
59.90%
Long Term
6.20%
10 to 20 Years
6.20%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2026
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