Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.63%
Stock 22.59%
Bond 71.97%
Convertible 0.00%
Preferred 0.00%
Other 4.81%
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Market Capitalization

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

% Developed Markets: 153.0%    % Emerging Markets: 12.51%    % Unidentified Markets: -65.51%

Americas 155.8%
144.0%
Canada 0.00%
United States 144.0%
11.76%
Brazil 2.28%
Chile 0.08%
Colombia 2.86%
Mexico 0.17%
Peru 4.24%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.13%
United Kingdom 1.75%
4.19%
France 0.00%
Germany 0.00%
Ireland 3.36%
Netherlands 0.26%
Spain 0.00%
Switzerland 0.06%
0.48%
Turkey 0.23%
2.71%
Qatar 0.07%
South Africa 2.10%
United Arab Emirates 0.37%
Greater Asia 0.61%
Japan 0.32%
0.00%
Australia 0.00%
0.29%
Singapore 0.29%
0.00%
Unidentified Region -65.51%

Bond Credit Quality Exposure

AAA 10.38%
AA 54.05%
A 1.08%
BBB 5.66%
BB 5.77%
B 0.18%
Below B 5.73%
    CCC 4.12%
    CC 0.71%
    C 0.38%
    DDD 0.00%
    DD 0.00%
    D 0.51%
Not Rated 2.13%
Not Available 15.02%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
23.82%
Materials
1.47%
Consumer Discretionary
11.45%
Financials
9.43%
Real Estate
1.47%
Sensitive
61.14%
Communication Services
7.77%
Energy
2.39%
Industrials
6.93%
Information Technology
44.06%
Defensive
12.42%
Consumer Staples
3.53%
Health Care
7.13%
Utilities
1.76%
Not Classified
1.12%
Non Classified Equity
1.12%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 24.34%
Corporate 7.89%
Securitized 67.35%
Municipal 0.00%
Other 0.42%
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Bond Maturity Exposure

Short Term
2.71%
Less than 1 Year
2.71%
Intermediate
16.97%
1 to 3 Years
2.08%
3 to 5 Years
3.53%
5 to 10 Years
11.36%
Long Term
80.32%
10 to 20 Years
11.64%
20 to 30 Years
34.00%
Over 30 Years
34.68%
Other
0.00%
As of June 30, 2026
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