Asset Allocation

As of June 30, 2026.
Type % Net
Cash 5.44%
Stock 98.15%
Bond 5.99%
Convertible 0.00%
Preferred 0.00%
Other -9.59%
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Market Capitalization

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

% Developed Markets: 105.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -5.51%

Americas 100.9%
100.8%
United States 100.8%
0.13%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.84%
United Kingdom 0.40%
3.44%
Ireland 2.76%
Netherlands 0.56%
Switzerland 0.12%
0.00%
0.00%
Greater Asia 0.78%
Japan 0.00%
0.00%
0.78%
Singapore 0.78%
0.00%
Unidentified Region -5.51%

Bond Credit Quality Exposure

AAA 0.00%
AA 39.34%
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 60.66%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
24.09%
Materials
1.70%
Consumer Discretionary
9.81%
Financials
10.98%
Real Estate
1.59%
Sensitive
53.56%
Communication Services
8.78%
Energy
2.66%
Industrials
7.78%
Information Technology
34.34%
Defensive
13.10%
Consumer Staples
3.05%
Health Care
8.06%
Utilities
1.98%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
89.33%
Less than 1 Year
89.33%
Intermediate
10.67%
1 to 3 Years
10.67%
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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