Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.29%
Stock 60.82%
Bond 37.98%
Convertible 0.00%
Preferred 0.00%
Other 0.92%
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Market Capitalization

As of June 30, 2026
Large 83.85%
Mid 10.50%
Small 5.65%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.12%    % Unidentified Markets: -0.12%

Americas 93.82%
92.39%
Canada 70.14%
United States 22.25%
1.43%
Mexico 0.02%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.87%
United Kingdom 1.31%
3.56%
Austria 0.03%
Belgium 0.08%
Denmark 0.11%
Finland 0.04%
France 0.72%
Germany 0.38%
Greece 0.01%
Ireland 0.25%
Italy 0.34%
Netherlands 0.29%
Norway 0.03%
Portugal 0.02%
Spain 0.39%
Sweden 0.15%
Switzerland 0.58%
0.00%
0.00%
Greater Asia 1.43%
Japan 0.96%
0.28%
Australia 0.28%
0.19%
Hong Kong 0.11%
Singapore 0.08%
0.00%
India 0.00%
Unidentified Region -0.12%

Bond Credit Quality Exposure

AAA 24.03%
AA 18.49%
A 20.18%
BBB 17.48%
BB 7.30%
B 3.61%
Below B 0.07%
    CCC 0.07%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.71%
Not Available 8.12%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
49.44%
Materials
8.93%
Consumer Discretionary
6.11%
Financials
32.33%
Real Estate
2.06%
Sensitive
37.99%
Communication Services
3.18%
Energy
10.82%
Industrials
11.24%
Information Technology
12.76%
Defensive
10.44%
Consumer Staples
4.03%
Health Care
4.55%
Utilities
1.86%
Not Classified
2.12%
Non Classified Equity
2.12%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 15.50%
Corporate 52.72%
Securitized 1.44%
Municipal 22.95%
Other 7.39%
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Bond Maturity Exposure

Short Term
2.86%
Less than 1 Year
2.86%
Intermediate
67.11%
1 to 3 Years
13.09%
3 to 5 Years
20.00%
5 to 10 Years
34.02%
Long Term
29.85%
10 to 20 Years
11.00%
20 to 30 Years
15.33%
Over 30 Years
3.52%
Other
0.18%
As of June 30, 2026
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