Asset Allocation

As of June 30, 2026.
Type % Net
Cash 11.27%
Stock 11.61%
Bond 75.17%
Convertible 0.00%
Preferred 0.00%
Other 1.94%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 83.10%    % Emerging Markets: 0.00%    % Unidentified Markets: 16.90%

Americas 70.24%
69.34%
Canada 2.93%
United States 66.41%
0.90%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.24%
United Kingdom 0.95%
11.09%
Denmark 0.32%
France 0.44%
Germany 2.55%
Netherlands 0.93%
Norway 2.26%
Sweden 4.44%
0.00%
0.19%
United Arab Emirates 0.19%
Greater Asia 0.63%
Japan 0.00%
0.00%
0.63%
Hong Kong 0.26%
Singapore 0.09%
South Korea 0.23%
Taiwan 0.04%
0.00%
Unidentified Region 16.90%

Bond Credit Quality Exposure

AAA 3.70%
AA 3.13%
A 2.55%
BBB 21.85%
BB 14.92%
B 9.15%
Below B 3.57%
    CCC 3.57%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 41.13%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
No Data Available
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 4.56%
Corporate 70.61%
Securitized 5.46%
Municipal 0.32%
Other 19.05%
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Bond Maturity Exposure

Short Term
23.30%
Less than 1 Year
23.30%
Intermediate
73.51%
1 to 3 Years
49.26%
3 to 5 Years
19.41%
5 to 10 Years
4.84%
Long Term
3.18%
10 to 20 Years
1.58%
20 to 30 Years
1.00%
Over 30 Years
0.60%
Other
0.00%
As of June 30, 2026
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