Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.12%
Stock 79.21%
Bond 16.08%
Convertible 0.00%
Preferred 1.59%
Other 2.00%
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Market Capitalization

As of June 30, 2026
Large 73.86%
Mid 23.41%
Small 2.73%
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Region Exposure

% Developed Markets: 99.80%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.20%

Americas 99.36%
97.11%
Canada 71.20%
United States 25.92%
2.25%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.44%
United Kingdom 0.44%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.20%

Bond Credit Quality Exposure

AAA 0.93%
AA 15.71%
A 11.15%
BBB 41.58%
BB 17.12%
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 2.01%
Not Available 11.49%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
45.72%
Materials
10.95%
Consumer Discretionary
0.86%
Financials
32.87%
Real Estate
1.04%
Sensitive
37.99%
Communication Services
4.49%
Energy
12.87%
Industrials
15.52%
Information Technology
5.11%
Defensive
15.12%
Consumer Staples
5.67%
Health Care
3.47%
Utilities
5.98%
Not Classified
1.17%
Non Classified Equity
1.17%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 0.00%
Corporate 62.64%
Securitized 0.93%
Municipal 15.71%
Other 20.72%
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Bond Maturity Exposure

Short Term
3.16%
Less than 1 Year
3.16%
Intermediate
50.90%
1 to 3 Years
21.66%
3 to 5 Years
3.01%
5 to 10 Years
26.23%
Long Term
40.64%
10 to 20 Years
8.25%
20 to 30 Years
17.76%
Over 30 Years
14.64%
Other
5.30%
As of June 30, 2026
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