Asset Allocation

As of June 30, 2026.
Type % Net
Cash 10.94%
Stock 17.68%
Bond 67.44%
Convertible 0.00%
Preferred 0.00%
Other 3.94%
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Market Capitalization

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

% Developed Markets: 124.7%    % Emerging Markets: 10.46%    % Unidentified Markets: -35.14%

Americas 126.0%
116.2%
Canada 0.05%
United States 116.2%
9.74%
Brazil 1.94%
Chile 0.08%
Colombia 1.98%
Mexico 0.05%
Peru 3.01%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.76%
United Kingdom 0.79%
4.71%
France 0.02%
Germany 0.00%
Ireland 4.20%
Netherlands 0.02%
Spain 0.00%
Switzerland 0.06%
0.36%
Turkey 0.16%
2.90%
Egypt 0.13%
Nigeria 0.02%
Qatar 0.07%
South Africa 2.31%
United Arab Emirates 0.23%
Greater Asia 0.41%
Japan 0.26%
0.00%
Australia 0.00%
0.05%
Singapore 0.05%
0.10%
Indonesia 0.06%
Kazakhstan 0.04%
Unidentified Region -35.14%

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
24.24%
Materials
1.43%
Consumer Discretionary
12.24%
Financials
9.15%
Real Estate
1.42%
Sensitive
63.27%
Communication Services
7.54%
Energy
2.32%
Industrials
6.72%
Information Technology
46.69%
Defensive
12.06%
Consumer Staples
3.43%
Health Care
6.92%
Utilities
1.71%
Not Classified
0.19%
Non Classified Equity
0.19%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 20.28%
Corporate 7.24%
Securitized 72.27%
Municipal 0.05%
Other 0.17%
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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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