Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.45%
Stock 66.32%
Bond 29.48%
Convertible 0.00%
Preferred 0.00%
Other 0.75%
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Market Capitalization

As of June 30, 2026
Large 34.88%
Mid 34.63%
Small 30.48%
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Region Exposure

% Developed Markets: 94.21%    % Emerging Markets: 1.75%    % Unidentified Markets: 4.04%

Americas 64.59%
63.81%
Canada 8.43%
United States 55.38%
0.78%
Mexico 0.65%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.78%
United Kingdom 9.42%
13.13%
Belgium 0.14%
France 2.95%
Germany 0.68%
Greece 0.25%
Ireland 1.35%
Italy 2.47%
Netherlands 0.86%
Spain 3.31%
Sweden 0.23%
Switzerland 0.89%
0.00%
0.22%
South Africa 0.22%
Greater Asia 8.60%
Japan 2.33%
3.77%
Australia 3.01%
1.93%
Hong Kong 1.17%
Singapore 0.75%
0.57%
China 0.33%
Thailand 0.24%
Unidentified Region 4.04%

Bond Credit Quality Exposure

AAA 4.44%
AA 46.65%
A 11.31%
BBB 5.44%
BB 16.56%
B 7.57%
Below B 0.96%
    CCC 0.96%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 7.06%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
47.74%
Materials
15.53%
Consumer Discretionary
0.44%
Financials
0.12%
Real Estate
31.65%
Sensitive
27.65%
Communication Services
1.84%
Energy
17.69%
Industrials
7.57%
Information Technology
0.53%
Defensive
18.77%
Consumer Staples
1.87%
Health Care
0.00%
Utilities
16.90%
Not Classified
0.31%
Non Classified Equity
0.31%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 70.37%
Corporate 25.79%
Securitized 2.99%
Municipal 0.00%
Other 0.85%
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Bond Maturity Exposure

Short Term
12.93%
Less than 1 Year
12.93%
Intermediate
69.62%
1 to 3 Years
15.40%
3 to 5 Years
25.53%
5 to 10 Years
28.69%
Long Term
17.46%
10 to 20 Years
7.58%
20 to 30 Years
8.42%
Over 30 Years
1.46%
Other
0.00%
As of June 30, 2026
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