Asset Allocation

As of June 30, 2026.
Type % Net
Cash 4.65%
Stock 57.74%
Bond 37.70%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of June 30, 2026
Large 88.82%
Mid 8.34%
Small 2.84%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.04%    % Unidentified Markets: -0.06%

Americas 99.98%
99.98%
Canada 78.81%
United States 21.18%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.04%
United Kingdom 0.01%
0.02%
France 0.02%
Germany 0.00%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.00%
0.00%
0.04%
Philippines 0.04%
Unidentified Region -0.06%

Bond Credit Quality Exposure

AAA 65.93%
AA 12.12%
A 16.44%
BBB 4.26%
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 0.10%
Not Available 1.15%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
24.96%
Materials
3.87%
Consumer Discretionary
0.90%
Financials
19.20%
Real Estate
1.00%
Sensitive
23.43%
Communication Services
2.92%
Energy
12.64%
Industrials
4.47%
Information Technology
3.40%
Defensive
10.86%
Consumer Staples
4.54%
Health Care
3.47%
Utilities
2.86%
Not Classified
1.30%
Non Classified Equity
1.30%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 54.70%
Corporate 22.55%
Securitized 0.10%
Municipal 20.52%
Other 2.13%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
83.16%
1 to 3 Years
15.59%
3 to 5 Years
15.70%
5 to 10 Years
51.86%
Long Term
16.84%
10 to 20 Years
4.17%
20 to 30 Years
9.39%
Over 30 Years
3.29%
Other
0.00%
As of June 30, 2026
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