Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.58%
Stock 65.90%
Bond 31.57%
Convertible 0.00%
Preferred 0.00%
Other 1.96%
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Market Capitalization

As of June 30, 2026
Large 92.09%
Mid 5.18%
Small 2.73%
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Region Exposure

% Developed Markets: 97.06%    % Emerging Markets: 0.19%    % Unidentified Markets: 2.75%

Americas 85.86%
85.76%
Canada 68.57%
United States 17.19%
0.09%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.50%
United Kingdom 1.15%
5.36%
Denmark 0.01%
France 0.54%
Germany 0.50%
Ireland 0.01%
Italy 0.66%
Netherlands 0.83%
Norway 0.29%
Spain 1.22%
Switzerland 0.93%
0.00%
0.00%
Greater Asia 4.89%
Japan 4.44%
0.00%
0.45%
Singapore 0.45%
0.00%
Unidentified Region 2.75%

Bond Credit Quality Exposure

AAA 0.25%
AA 4.03%
A 32.37%
BBB 38.55%
BB 4.81%
B 1.08%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.46%
Not Available 17.45%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
48.97%
Materials
7.66%
Consumer Discretionary
5.34%
Financials
33.86%
Real Estate
2.11%
Sensitive
35.51%
Communication Services
0.77%
Energy
9.48%
Industrials
11.65%
Information Technology
13.61%
Defensive
10.54%
Consumer Staples
3.81%
Health Care
4.73%
Utilities
2.00%
Not Classified
4.10%
Non Classified Equity
4.10%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 0.55%
Corporate 75.18%
Securitized 0.55%
Municipal 2.43%
Other 21.29%
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Bond Maturity Exposure

Short Term
0.31%
Less than 1 Year
0.31%
Intermediate
71.75%
1 to 3 Years
16.75%
3 to 5 Years
11.90%
5 to 10 Years
43.09%
Long Term
27.69%
10 to 20 Years
7.20%
20 to 30 Years
14.99%
Over 30 Years
5.51%
Other
0.26%
As of June 30, 2026
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