Asset Allocation

As of June 30, 2026.
Type % Net
Cash -1.72%
Stock 37.29%
Bond 14.29%
Convertible 0.00%
Preferred 12.45%
Other 37.68%
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Market Capitalization

As of June 30, 2026
Large 87.98%
Mid 10.80%
Small 1.22%
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Region Exposure

% Developed Markets: 85.77%    % Emerging Markets: 5.05%    % Unidentified Markets: 9.18%

Americas 65.96%
61.23%
Canada 7.83%
United States 53.40%
4.74%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.86%
United Kingdom 11.84%
13.02%
France 1.64%
Ireland 3.67%
Netherlands 5.45%
Switzerland 2.26%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 9.18%

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
24.09%
Materials
4.29%
Consumer Discretionary
4.23%
Financials
15.57%
Real Estate
0.00%
Sensitive
40.24%
Communication Services
3.72%
Energy
10.81%
Industrials
16.29%
Information Technology
9.41%
Defensive
28.57%
Consumer Staples
11.44%
Health Care
15.49%
Utilities
1.63%
Not Classified
3.09%
Non Classified Equity
3.09%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 0.00%
Corporate 59.25%
Securitized 0.00%
Municipal 0.00%
Other 40.75%
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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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