Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.53%
Stock 79.34%
Bond 10.16%
Convertible 0.00%
Preferred 6.85%
Other 2.11%
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Market Capitalization

As of June 30, 2026
Large 93.68%
Mid 5.73%
Small 0.59%
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Region Exposure

% Developed Markets: 99.05%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.89%

Americas 97.24%
95.51%
Canada 82.62%
United States 12.89%
1.73%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.87%
United Kingdom 0.89%
0.98%
Denmark 0.01%
France 0.05%
Ireland 0.92%
Spain 0.00%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 0.89%

Bond Credit Quality Exposure

AAA 21.25%
AA 17.80%
A 17.92%
BBB 21.42%
BB 5.82%
B 1.43%
Below B 0.06%
    CCC 0.06%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.23%
Not Available 14.06%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
62.55%
Materials
1.50%
Consumer Discretionary
4.73%
Financials
56.31%
Real Estate
0.00%
Sensitive
29.99%
Communication Services
1.41%
Energy
10.38%
Industrials
13.89%
Information Technology
4.32%
Defensive
7.09%
Consumer Staples
2.50%
Health Care
1.15%
Utilities
3.44%
Not Classified
0.24%
Non Classified Equity
0.24%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 23.82%
Corporate 51.79%
Securitized 0.33%
Municipal 15.13%
Other 8.93%
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Bond Maturity Exposure

Short Term
2.19%
Less than 1 Year
2.19%
Intermediate
61.33%
1 to 3 Years
9.62%
3 to 5 Years
11.64%
5 to 10 Years
40.07%
Long Term
35.02%
10 to 20 Years
8.77%
20 to 30 Years
16.26%
Over 30 Years
10.00%
Other
1.46%
As of June 30, 2026
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