Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.88%
Stock 32.24%
Bond 62.32%
Convertible 0.00%
Preferred 2.21%
Other 2.35%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 0.62%    % Unidentified Markets: 2.05%

Americas 84.18%
82.56%
Canada 2.07%
United States 80.49%
1.62%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.35%
United Kingdom 4.40%
8.94%
Denmark 0.15%
France 0.37%
Ireland 0.31%
Netherlands 6.15%
Switzerland 0.58%
0.00%
0.00%
Greater Asia 0.42%
Japan 0.00%
0.42%
Australia 0.42%
0.00%
0.00%
Unidentified Region 2.05%

Bond Credit Quality Exposure

AAA 0.00%
AA 6.79%
A 3.58%
BBB 19.56%
BB 19.86%
B 12.43%
Below B 4.95%
    CCC 4.95%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 32.82%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
17.71%
Materials
4.33%
Consumer Discretionary
6.17%
Financials
7.21%
Real Estate
0.00%
Sensitive
36.82%
Communication Services
1.87%
Energy
15.92%
Industrials
8.43%
Information Technology
10.60%
Defensive
40.18%
Consumer Staples
13.68%
Health Care
17.56%
Utilities
8.94%
Not Classified
2.23%
Non Classified Equity
2.23%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 9.45%
Corporate 67.58%
Securitized 8.84%
Municipal 0.00%
Other 14.12%
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Bond Maturity Exposure

Short Term
20.82%
Less than 1 Year
20.82%
Intermediate
61.15%
1 to 3 Years
8.37%
3 to 5 Years
20.54%
5 to 10 Years
32.24%
Long Term
15.47%
10 to 20 Years
1.33%
20 to 30 Years
13.44%
Over 30 Years
0.70%
Other
2.56%
As of June 30, 2026
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