Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.74%
Stock 93.13%
Bond 6.13%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 92.68%
Mid 6.07%
Small 1.25%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.00%

Americas 83.84%
83.84%
Canada 8.15%
United States 75.69%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.93%
United Kingdom 0.76%
14.17%
Ireland 2.26%
Netherlands 2.35%
Switzerland 9.56%
0.00%
0.00%
Greater Asia 1.23%
Japan 0.00%
0.00%
1.23%
Singapore 1.23%
0.00%
Unidentified Region -0.00%

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
0.76%
Materials
0.00%
Consumer Discretionary
0.76%
Financials
0.00%
Real Estate
0.00%
Sensitive
66.96%
Communication Services
16.11%
Energy
0.00%
Industrials
0.00%
Information Technology
50.85%
Defensive
32.28%
Consumer Staples
0.00%
Health Care
32.28%
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 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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