Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.68%
Stock 91.41%
Bond 5.85%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of June 30, 2026
Large 47.39%
Mid 21.09%
Small 31.51%
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Region Exposure

% Developed Markets: 97.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.48%

Americas 89.13%
89.13%
Canada 0.07%
United States 89.06%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.39%
United Kingdom 0.84%
7.55%
France 0.57%
Ireland 6.98%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.48%

Bond Credit Quality Exposure

AAA 0.00%
AA 17.31%
A 0.00%
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 60.36%
Not Available 22.33%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
12.41%
Materials
5.16%
Consumer Discretionary
0.00%
Financials
7.25%
Real Estate
0.00%
Sensitive
28.73%
Communication Services
3.04%
Energy
0.31%
Industrials
22.81%
Information Technology
2.57%
Defensive
54.03%
Consumer Staples
5.62%
Health Care
27.73%
Utilities
20.68%
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 99.89%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.11%
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Bond Maturity Exposure

Short Term
24.76%
Less than 1 Year
24.76%
Intermediate
69.26%
1 to 3 Years
8.83%
3 to 5 Years
0.00%
5 to 10 Years
60.43%
Long Term
5.98%
10 to 20 Years
0.00%
20 to 30 Years
5.98%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2026
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