Asset Allocation

As of June 30, 2026.
Type % Net
Cash 8.76%
Stock 62.44%
Bond 25.61%
Convertible 0.00%
Preferred 0.00%
Other 3.19%
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Market Capitalization

As of June 30, 2026
Large 26.84%
Mid 13.61%
Small 59.56%
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Region Exposure

% Developed Markets: 86.28%    % Emerging Markets: 0.00%    % Unidentified Markets: 13.72%

Americas 80.40%
80.40%
Canada 2.24%
United States 78.16%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.88%
United Kingdom 0.00%
5.88%
Ireland 1.86%
Netherlands 1.33%
Switzerland 1.52%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 13.72%

Bond Credit Quality Exposure

AAA 0.00%
AA 16.84%
A 0.07%
BBB 5.33%
BB 7.58%
B 25.37%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 6.90%
Not Available 37.91%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
36.13%
Materials
1.65%
Consumer Discretionary
16.70%
Financials
13.58%
Real Estate
4.20%
Sensitive
32.37%
Communication Services
20.68%
Energy
2.26%
Industrials
8.19%
Information Technology
1.24%
Defensive
7.09%
Consumer Staples
7.09%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.45%
Non Classified Equity
1.45%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 26.23%
Corporate 64.29%
Securitized 0.00%
Municipal 0.00%
Other 9.48%
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Bond Maturity Exposure

Short Term
30.15%
Less than 1 Year
30.15%
Intermediate
69.85%
1 to 3 Years
18.89%
3 to 5 Years
30.67%
5 to 10 Years
20.29%
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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