Asset Allocation

As of June 30, 2026.
Type % Net
Cash 7.39%
Stock 85.11%
Bond 7.59%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of June 30, 2026
Large 46.90%
Mid 24.65%
Small 28.44%
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Region Exposure

% Developed Markets: 92.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 7.31%

Americas 92.35%
88.51%
Canada 0.00%
United States 88.51%
3.84%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.30%
United Kingdom 0.06%
0.23%
France 0.00%
Germany 0.00%
Ireland 0.18%
Netherlands 0.02%
Spain 0.00%
Switzerland 0.04%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.05%
Japan 0.00%
0.00%
Australia 0.00%
0.05%
Singapore 0.05%
0.00%
Unidentified Region 7.31%

Bond Credit Quality Exposure

AAA 0.00%
AA 38.47%
A 0.00%
BBB 0.00%
BB 0.00%
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 0.00%
Not Available 61.53%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
23.44%
Materials
2.93%
Consumer Discretionary
4.80%
Financials
15.45%
Real Estate
0.26%
Sensitive
46.08%
Communication Services
13.21%
Energy
0.42%
Industrials
6.02%
Information Technology
26.43%
Defensive
15.50%
Consumer Staples
5.20%
Health Care
7.62%
Utilities
2.69%
Not Classified
0.03%
Non Classified Equity
0.03%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 99.99%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
83.08%
Less than 1 Year
83.08%
Intermediate
16.92%
1 to 3 Years
16.92%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2026
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