Asset Allocation

As of June 30, 2026.
Type % Net
Cash 4.35%
Stock 90.35%
Bond 4.84%
Convertible 0.00%
Preferred 0.46%
Other -0.00%
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Market Capitalization

As of June 30, 2026
Large 86.49%
Mid 9.27%
Small 4.24%
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Region Exposure

% Developed Markets: 92.97%    % Emerging Markets: 2.11%    % Unidentified Markets: 4.92%

Americas 61.77%
61.77%
Canada 1.21%
United States 60.56%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.23%
United Kingdom 2.76%
10.47%
Denmark 0.83%
Germany 1.65%
Ireland 1.39%
Italy 1.34%
Netherlands 3.02%
Spain 2.24%
0.00%
0.00%
Greater Asia 20.08%
Japan 5.43%
0.00%
12.54%
Singapore 1.79%
South Korea 5.41%
Taiwan 5.34%
2.11%
China 2.11%
Unidentified Region 4.92%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
22.50%
Materials
2.07%
Consumer Discretionary
6.22%
Financials
14.21%
Real Estate
0.00%
Sensitive
60.19%
Communication Services
7.88%
Energy
2.96%
Industrials
12.46%
Information Technology
36.89%
Defensive
7.53%
Consumer Staples
1.34%
Health Care
6.20%
Utilities
0.00%
Not Classified
0.58%
Non Classified Equity
0.58%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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