Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.58%
Stock 90.50%
Bond 6.18%
Convertible 0.00%
Preferred 0.03%
Other 1.71%
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Market Capitalization

As of June 30, 2026
Large 43.49%
Mid 15.41%
Small 41.10%
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Region Exposure

% Developed Markets: 93.03%    % Emerging Markets: 5.15%    % Unidentified Markets: 1.82%

Americas 17.73%
13.74%
Canada 3.70%
United States 10.04%
3.99%
Chile 1.00%
Mexico 2.98%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.10%
United Kingdom 16.44%
43.56%
Belgium 0.65%
Denmark 0.01%
Finland 1.29%
France 11.18%
Germany 6.84%
Ireland 0.76%
Italy 2.65%
Netherlands 4.77%
Norway 0.01%
Portugal 0.01%
Spain 0.09%
Sweden 2.99%
Switzerland 12.29%
0.10%
Czech Republic 0.06%
0.00%
South Africa 0.00%
Greater Asia 20.36%
Japan 8.43%
0.01%
Australia 0.01%
10.86%
Hong Kong 2.42%
Singapore 3.43%
South Korea 5.01%
1.06%
China 0.96%
Philippines 0.09%
Thailand 0.01%
Unidentified Region 1.82%

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
27.42%
Materials
9.93%
Consumer Discretionary
7.98%
Financials
9.20%
Real Estate
0.31%
Sensitive
35.21%
Communication Services
3.22%
Energy
2.72%
Industrials
23.89%
Information Technology
5.38%
Defensive
31.88%
Consumer Staples
13.58%
Health Care
16.30%
Utilities
2.00%
Not Classified
0.39%
Non Classified Equity
0.39%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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