Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.77%
Stock 60.27%
Bond 37.09%
Convertible 0.00%
Preferred 0.00%
Other 1.86%
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Market Capitalization

As of June 30, 2026
Large 71.16%
Mid 15.31%
Small 13.54%
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Region Exposure

% Developed Markets: 98.07%    % Emerging Markets: 0.51%    % Unidentified Markets: 1.43%

Americas 95.64%
95.21%
Canada 0.44%
United States 94.76%
0.43%
Brazil 0.01%
Chile 0.03%
Colombia 0.00%
Mexico 0.13%
Peru 0.03%
Venezuela 0.01%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.15%
United Kingdom 0.65%
1.41%
Austria 0.02%
Finland 0.01%
France 0.03%
Germany 0.09%
Ireland 0.74%
Italy 0.01%
Netherlands 0.11%
Norway 0.02%
Spain 0.05%
Sweden 0.02%
Switzerland 0.18%
0.03%
Poland 0.03%
0.06%
Israel 0.04%
Greater Asia 0.79%
Japan 0.22%
0.05%
Australia 0.05%
0.31%
Hong Kong 0.02%
Singapore 0.24%
South Korea 0.05%
0.20%
China 0.03%
Indonesia 0.05%
Philippines 0.13%
Unidentified Region 1.43%

Bond Credit Quality Exposure

AAA 2.99%
AA 55.12%
A 10.43%
BBB 12.39%
BB 0.09%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.01%
Not Available 18.97%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
16.03%
Materials
1.31%
Consumer Discretionary
5.86%
Financials
7.50%
Real Estate
1.37%
Sensitive
36.05%
Communication Services
5.62%
Energy
1.93%
Industrials
6.24%
Information Technology
22.25%
Defensive
9.80%
Consumer Staples
2.58%
Health Care
5.88%
Utilities
1.34%
Not Classified
0.09%
Non Classified Equity
0.09%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 50.75%
Corporate 25.19%
Securitized 22.90%
Municipal 0.73%
Other 0.42%
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Bond Maturity Exposure

Short Term
1.39%
Less than 1 Year
1.39%
Intermediate
56.66%
1 to 3 Years
21.42%
3 to 5 Years
15.93%
5 to 10 Years
19.30%
Long Term
41.90%
10 to 20 Years
9.78%
20 to 30 Years
31.06%
Over 30 Years
1.06%
Other
0.05%
As of June 30, 2026
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