Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.07%
Stock 62.98%
Bond 35.69%
Convertible 0.00%
Preferred 0.00%
Other 0.26%
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Market Capitalization

As of June 30, 2026
Large 69.92%
Mid 20.18%
Small 9.90%
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Region Exposure

% Developed Markets: 98.91%    % Emerging Markets: 0.41%    % Unidentified Markets: 0.69%

Americas 89.81%
89.81%
Canada 2.32%
United States 87.49%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.23%
United Kingdom 4.31%
4.93%
France 0.54%
Netherlands 2.21%
Switzerland 1.84%
0.00%
0.00%
Greater Asia 0.27%
Japan 0.00%
0.27%
Australia 0.27%
0.00%
0.00%
Unidentified Region 0.69%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.40%
A 0.00%
BBB 3.95%
BB 42.97%
B 32.99%
Below B 3.82%
    CCC 3.82%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 14.87%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
31.25%
Materials
3.02%
Consumer Discretionary
10.50%
Financials
12.10%
Real Estate
5.62%
Sensitive
45.93%
Communication Services
7.54%
Energy
1.15%
Industrials
16.06%
Information Technology
21.18%
Defensive
18.11%
Consumer Staples
2.29%
Health Care
13.70%
Utilities
2.11%
Not Classified
0.43%
Non Classified Equity
0.43%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 7.85%
Corporate 86.70%
Securitized 0.00%
Municipal 0.00%
Other 5.45%
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Bond Maturity Exposure

Short Term
15.87%
Less than 1 Year
15.87%
Intermediate
84.13%
1 to 3 Years
33.62%
3 to 5 Years
27.53%
5 to 10 Years
22.97%
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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