Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.83%
Stock 74.57%
Bond 19.62%
Convertible 0.00%
Preferred 3.17%
Other 0.81%
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Market Capitalization

As of June 30, 2026
Large 91.90%
Mid 7.20%
Small 0.91%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.49%

Americas 96.77%
95.80%
United States 95.80%
0.98%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.09%
United Kingdom 0.78%
0.84%
Ireland 0.27%
Netherlands 0.20%
Switzerland 0.37%
0.00%
0.46%
Israel 0.46%
Greater Asia 0.65%
Japan 0.28%
0.26%
Australia 0.26%
0.11%
South Korea 0.11%
0.00%
Unidentified Region 0.49%

Bond Credit Quality Exposure

AAA 0.00%
AA 2.47%
A 4.21%
BBB 14.85%
BB 2.25%
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 76.21%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
27.28%
Materials
3.26%
Consumer Discretionary
11.21%
Financials
12.81%
Real Estate
0.00%
Sensitive
59.52%
Communication Services
10.04%
Energy
3.26%
Industrials
10.32%
Information Technology
35.90%
Defensive
12.55%
Consumer Staples
3.55%
Health Care
8.54%
Utilities
0.46%
Not Classified
0.66%
Non Classified Equity
0.66%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 2.47%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 97.53%
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Bond Maturity Exposure

Short Term
3.96%
Less than 1 Year
3.96%
Intermediate
96.04%
1 to 3 Years
25.92%
3 to 5 Years
46.65%
5 to 10 Years
23.47%
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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