Asset Allocation

As of June 30, 2026.
Type % Net
Cash -11.64%
Stock 20.23%
Bond 73.68%
Convertible 0.00%
Preferred 0.00%
Other 17.74%
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Market Capitalization

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

% Developed Markets: 145.6%    % Emerging Markets: 12.84%    % Unidentified Markets: -58.41%

Americas 150.5%
138.0%
Canada 0.00%
United States 138.0%
12.52%
Brazil 2.29%
Chile 0.05%
Colombia 3.11%
Mexico 0.05%
Peru 3.67%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.30%
United Kingdom 0.61%
3.19%
France 0.00%
Germany 0.00%
Ireland 2.69%
Netherlands 0.02%
Spain 0.00%
Switzerland 0.05%
0.38%
Turkey 0.16%
3.12%
Egypt 0.27%
Qatar 0.12%
South Africa 2.22%
United Arab Emirates 0.37%
Greater Asia 0.61%
Japan 0.25%
0.00%
Australia 0.00%
0.05%
Singapore 0.05%
0.30%
Kazakhstan 0.30%
Unidentified Region -58.41%

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
15.64%
Materials
0.95%
Consumer Discretionary
7.65%
Financials
6.09%
Real Estate
0.95%
Sensitive
40.36%
Communication Services
5.02%
Energy
1.54%
Industrials
4.48%
Information Technology
29.32%
Defensive
8.03%
Consumer Staples
2.28%
Health Care
4.61%
Utilities
1.14%
Not Classified
0.13%
Non Classified Equity
0.13%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 27.65%
Corporate 5.26%
Securitized 66.75%
Municipal 0.00%
Other 0.34%
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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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