Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.62%
Stock 58.48%
Bond 39.84%
Convertible 0.00%
Preferred 0.00%
Other 1.05%
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Market Capitalization

As of June 30, 2026
Large 83.56%
Mid 10.80%
Small 5.64%
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.13%    % Unidentified Markets: 0.16%

Americas 93.38%
92.10%
Canada 69.04%
United States 23.06%
1.28%
Mexico 0.02%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.97%
United Kingdom 1.34%
3.63%
Austria 0.03%
Belgium 0.08%
Denmark 0.11%
Finland 0.04%
France 0.76%
Germany 0.39%
Greece 0.01%
Ireland 0.26%
Italy 0.34%
Netherlands 0.30%
Norway 0.03%
Portugal 0.02%
Spain 0.41%
Sweden 0.15%
Switzerland 0.60%
0.00%
0.00%
Greater Asia 1.49%
Japan 0.99%
0.32%
Australia 0.32%
0.19%
Hong Kong 0.11%
Singapore 0.08%
0.00%
India 0.00%
Unidentified Region 0.16%

Bond Credit Quality Exposure

AAA 25.59%
AA 16.17%
A 20.72%
BBB 18.12%
BB 7.37%
B 3.63%
Below B 0.07%
    CCC 0.07%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.75%
Not Available 7.57%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
48.62%
Materials
8.64%
Consumer Discretionary
6.27%
Financials
31.70%
Real Estate
2.01%
Sensitive
38.68%
Communication Services
3.39%
Energy
10.55%
Industrials
11.24%
Information Technology
13.51%
Defensive
10.69%
Consumer Staples
4.05%
Health Care
4.70%
Utilities
1.93%
Not Classified
2.01%
Non Classified Equity
2.01%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 15.67%
Corporate 54.50%
Securitized 1.33%
Municipal 21.22%
Other 7.27%
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Bond Maturity Exposure

Short Term
2.28%
Less than 1 Year
2.28%
Intermediate
67.06%
1 to 3 Years
12.59%
3 to 5 Years
19.90%
5 to 10 Years
34.57%
Long Term
30.47%
10 to 20 Years
11.57%
20 to 30 Years
15.26%
Over 30 Years
3.64%
Other
0.18%
As of June 30, 2026
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