Asset Allocation

As of June 30, 2026.
Type % Net
Cash 16.43%
Stock 54.21%
Bond 12.46%
Convertible 0.00%
Preferred -0.02%
Other 16.93%
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Market Capitalization

As of June 30, 2026
Large 57.34%
Mid 18.89%
Small 23.78%
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Region Exposure

% Developed Markets: 61.29%    % Emerging Markets: 6.14%    % Unidentified Markets: 32.57%

Americas 33.75%
30.96%
Canada 3.42%
United States 27.55%
2.78%
Brazil 0.45%
Chile 0.02%
Colombia 0.40%
Mexico 0.95%
Peru 0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.46%
United Kingdom 3.21%
12.47%
Austria 0.04%
Belgium 0.03%
Denmark 0.38%
Finland -0.05%
France 1.08%
Germany 3.64%
Greece -0.00%
Ireland -0.15%
Italy 0.92%
Netherlands 1.64%
Norway 0.66%
Portugal 0.33%
Spain 2.13%
Sweden 1.25%
Switzerland 0.56%
0.03%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.02%
0.74%
Egypt -0.00%
Israel 0.03%
Qatar -0.00%
Saudi Arabia -0.02%
South Africa 0.75%
United Arab Emirates -0.01%
Greater Asia 17.22%
Japan 7.58%
1.35%
Australia 1.32%
5.21%
Hong Kong 0.79%
Singapore 0.82%
South Korea 2.23%
Taiwan 1.37%
3.08%
China 1.88%
India -0.10%
Indonesia 0.01%
Malaysia 0.00%
Philippines 1.01%
Thailand 0.28%
Unidentified Region 32.57%

Bond Credit Quality Exposure

AAA 3.50%
AA 40.35%
A 17.20%
BBB 6.20%
BB 0.70%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.03%
Not Available 32.01%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
30.68%
Materials
-0.95%
Consumer Discretionary
5.98%
Financials
26.04%
Real Estate
-0.38%
Sensitive
52.35%
Communication Services
8.34%
Energy
10.23%
Industrials
12.66%
Information Technology
21.13%
Defensive
4.67%
Consumer Staples
-1.27%
Health Care
2.69%
Utilities
3.26%
Not Classified
1.49%
Non Classified Equity
1.49%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 84.17%
Corporate 10.70%
Securitized 4.92%
Municipal 0.00%
Other 0.21%
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Bond Maturity Exposure

Short Term
18.43%
Less than 1 Year
18.43%
Intermediate
70.25%
1 to 3 Years
15.75%
3 to 5 Years
10.35%
5 to 10 Years
44.15%
Long Term
11.29%
10 to 20 Years
4.45%
20 to 30 Years
6.16%
Over 30 Years
0.68%
Other
0.02%
As of June 30, 2026
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