Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.15%
Stock 57.58%
Bond 28.08%
Convertible 0.00%
Preferred 5.49%
Other 7.70%
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Market Capitalization

As of June 30, 2026
Large 74.28%
Mid 16.34%
Small 9.38%
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Region Exposure

% Developed Markets: 81.83%    % Emerging Markets: 9.90%    % Unidentified Markets: 8.27%

Americas 56.98%
48.10%
Canada 5.28%
United States 42.82%
8.89%
Brazil 2.40%
Chile 1.34%
Mexico 3.86%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.63%
United Kingdom 7.99%
11.91%
Finland 0.28%
France 0.87%
Germany 1.27%
Ireland 0.91%
Netherlands 2.36%
Norway 1.09%
Sweden 0.58%
Switzerland 4.17%
0.20%
Poland 0.20%
0.53%
Israel 0.10%
Saudi Arabia 0.43%
Greater Asia 14.12%
Japan 3.42%
0.34%
Australia 0.34%
9.10%
Hong Kong 2.75%
Singapore 0.69%
South Korea 4.70%
Taiwan 0.96%
1.26%
Indonesia 0.13%
Kazakhstan 0.34%
Thailand 0.78%
Unidentified Region 8.27%

Bond Credit Quality Exposure

AAA 2.86%
AA 45.45%
A 4.66%
BBB 20.14%
BB 22.77%
B 2.26%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.85%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
37.01%
Materials
7.83%
Consumer Discretionary
4.94%
Financials
17.30%
Real Estate
6.94%
Sensitive
24.08%
Communication Services
3.24%
Energy
5.91%
Industrials
8.01%
Information Technology
6.91%
Defensive
36.59%
Consumer Staples
26.90%
Health Care
9.51%
Utilities
0.18%
Not Classified
1.05%
Non Classified Equity
1.05%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 52.96%
Corporate 41.19%
Securitized 0.00%
Municipal 0.00%
Other 5.85%
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Bond Maturity Exposure

Short Term
7.66%
Less than 1 Year
7.66%
Intermediate
82.91%
1 to 3 Years
34.78%
3 to 5 Years
23.24%
5 to 10 Years
24.89%
Long Term
5.78%
10 to 20 Years
0.88%
20 to 30 Years
2.51%
Over 30 Years
2.40%
Other
3.64%
As of June 30, 2026
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