Asset Allocation

As of June 30, 2026.
Type % Net
Cash 7.45%
Stock 50.63%
Bond 42.23%
Convertible 0.01%
Preferred 0.10%
Other -0.42%
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Market Capitalization

As of June 30, 2026
Large 77.68%
Mid 11.55%
Small 10.78%
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Region Exposure

% Developed Markets: 93.73%    % Emerging Markets: 1.27%    % Unidentified Markets: 5.00%

Americas 74.11%
73.42%
Canada 2.36%
United States 71.06%
0.69%
Argentina 0.01%
Brazil 0.10%
Chile 0.01%
Colombia 0.05%
Mexico 0.15%
Peru 0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.39%
United Kingdom 3.23%
9.91%
Austria 0.06%
Belgium 0.29%
Denmark 0.30%
Finland 0.01%
France 2.15%
Germany 1.32%
Greece 0.08%
Ireland 1.17%
Italy 0.53%
Netherlands 1.86%
Norway 0.15%
Spain 0.44%
Sweden 0.64%
Switzerland 0.81%
0.01%
Poland 0.00%
Turkey 0.00%
0.25%
Egypt 0.01%
Nigeria 0.01%
Saudi Arabia 0.07%
South Africa 0.04%
United Arab Emirates 0.05%
Greater Asia 7.50%
Japan 3.47%
0.88%
Australia 0.83%
2.53%
Hong Kong 0.34%
Singapore 0.47%
South Korea 0.69%
Taiwan 1.03%
0.61%
China 0.38%
India 0.22%
Pakistan 0.01%
Unidentified Region 5.00%

Bond Credit Quality Exposure

AAA 4.85%
AA 33.27%
A 7.47%
BBB 15.44%
BB 5.27%
B 2.46%
Below B 0.78%
    CCC 0.76%
    CC 0.01%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 5.43%
Not Available 25.03%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
23.01%
Materials
2.15%
Consumer Discretionary
7.70%
Financials
12.09%
Real Estate
1.07%
Sensitive
34.57%
Communication Services
4.78%
Energy
2.28%
Industrials
8.58%
Information Technology
18.94%
Defensive
9.92%
Consumer Staples
2.28%
Health Care
5.81%
Utilities
1.84%
Not Classified
0.06%
Non Classified Equity
0.06%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 34.81%
Corporate 30.54%
Securitized 32.67%
Municipal 0.28%
Other 1.70%
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Bond Maturity Exposure

Short Term
6.56%
Less than 1 Year
6.56%
Intermediate
58.50%
1 to 3 Years
16.54%
3 to 5 Years
14.80%
5 to 10 Years
27.16%
Long Term
34.67%
10 to 20 Years
11.41%
20 to 30 Years
18.09%
Over 30 Years
5.17%
Other
0.27%
As of June 30, 2026
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