Asset Allocation

As of June 30, 2026.
Type % Net
Cash 11.21%
Stock 76.01%
Bond 12.80%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2026
Large 86.11%
Mid 8.71%
Small 5.18%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 11.17%

Americas 86.77%
86.72%
United States 86.72%
0.05%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.24%
United Kingdom 0.93%
0.31%
Ireland 0.16%
Netherlands 0.15%
0.00%
0.00%
Greater Asia 0.82%
Japan 0.01%
0.00%
0.80%
Singapore 0.19%
South Korea 0.07%
Taiwan 0.54%
0.00%
China 0.00%
Unidentified Region 11.17%

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
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
17.75%
Materials
0.18%
Consumer Discretionary
13.81%
Financials
3.70%
Real Estate
0.07%
Sensitive
55.83%
Communication Services
19.20%
Energy
0.28%
Industrials
4.23%
Information Technology
32.12%
Defensive
2.38%
Consumer Staples
1.86%
Health Care
0.43%
Utilities
0.10%
Not Classified
0.07%
Non Classified Equity
0.07%
As of June 30, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 99.98%
Corporate 0.02%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

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
View Bond Maturity Exposure
Start Trial