Asset Allocation

As of June 30, 2026.
Type % Net
Cash 4.89%
Stock 88.17%
Bond 10.70%
Convertible 0.00%
Preferred 0.00%
Other -3.76%
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Market Capitalization

As of June 30, 2026
Large 55.98%
Mid 28.84%
Small 15.18%
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Region Exposure

% Developed Markets: 101.6%    % Emerging Markets: 1.88%    % Unidentified Markets: -3.53%

Americas 80.00%
80.00%
Canada 60.45%
United States 19.56%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.63%
United Kingdom 14.57%
5.05%
France 3.67%
Germany 1.09%
Ireland 0.29%
0.00%
0.00%
Greater Asia 3.90%
Japan 2.02%
0.00%
0.00%
1.88%
China 1.88%
Unidentified Region -3.53%

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
10.60%
Materials
5.97%
Consumer Discretionary
3.45%
Financials
0.00%
Real Estate
1.19%
Sensitive
39.93%
Communication Services
7.81%
Energy
0.00%
Industrials
9.09%
Information Technology
23.03%
Defensive
46.13%
Consumer Staples
32.82%
Health Care
6.23%
Utilities
7.08%
Not Classified
2.77%
Non Classified Equity
2.77%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 48.41%
Corporate 15.87%
Securitized 0.00%
Municipal 35.72%
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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