Asset Allocation

As of June 30, 2026.
Type % Net
Cash -9.97%
Stock 26.73%
Bond 79.48%
Convertible 0.00%
Preferred 0.00%
Other 3.77%
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Market Capitalization

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

% Developed Markets: 118.3%    % Emerging Markets: 4.49%    % Unidentified Markets: -22.82%

Americas 102.7%
97.99%
Canada 3.24%
United States 94.74%
4.76%
Brazil 2.12%
Colombia 0.11%
Mexico 0.03%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.93%
United Kingdom 5.48%
7.98%
France 1.85%
Germany 0.00%
Ireland 2.86%
Italy 0.26%
Netherlands 1.14%
Spain 0.28%
Sweden 0.17%
Switzerland 0.87%
0.89%
3.58%
Israel 1.28%
Qatar 0.19%
South Africa 1.07%
United Arab Emirates 1.04%
Greater Asia 2.15%
Japan 1.66%
0.42%
Australia 0.42%
0.06%
Singapore 0.06%
0.00%
Unidentified Region -22.82%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
18.73%
Materials
1.26%
Consumer Discretionary
8.10%
Financials
8.11%
Real Estate
1.26%
Sensitive
69.08%
Communication Services
14.12%
Energy
2.05%
Industrials
5.95%
Information Technology
46.96%
Defensive
10.68%
Consumer Staples
3.04%
Health Care
6.13%
Utilities
1.51%
Not Classified
0.31%
Non Classified Equity
0.31%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 8.52%
Corporate 43.69%
Securitized 46.94%
Municipal 0.00%
Other 0.86%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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