Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.75%
Stock 61.53%
Bond 35.67%
Convertible 0.00%
Preferred 0.00%
Other 1.06%
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Market Capitalization

As of June 30, 2026
Large 48.25%
Mid 34.73%
Small 17.02%
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Region Exposure

% Developed Markets: 97.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.47%

Americas 96.05%
96.05%
Canada 2.68%
United States 93.37%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.24%
United Kingdom 0.22%
1.01%
France 0.00%
Germany 0.00%
Ireland 0.23%
Netherlands 0.62%
Spain 0.00%
Sweden 0.00%
Switzerland 0.00%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.24%
Japan 0.00%
0.00%
Australia 0.00%
0.24%
Singapore 0.24%
0.00%
Unidentified Region 2.47%

Bond Credit Quality Exposure

AAA 0.70%
AA 47.28%
A 10.03%
BBB 20.65%
BB 0.00%
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 0.00%
Not Available 21.34%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
19.51%
Materials
0.00%
Consumer Discretionary
6.71%
Financials
12.80%
Real Estate
0.00%
Sensitive
57.22%
Communication Services
0.00%
Energy
0.00%
Industrials
29.34%
Information Technology
27.88%
Defensive
15.35%
Consumer Staples
7.62%
Health Care
7.74%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 40.93%
Corporate 32.06%
Securitized 23.71%
Municipal 2.83%
Other 0.48%
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Bond Maturity Exposure

Short Term
6.72%
Less than 1 Year
6.72%
Intermediate
59.96%
1 to 3 Years
8.53%
3 to 5 Years
16.54%
5 to 10 Years
34.89%
Long Term
33.30%
10 to 20 Years
4.85%
20 to 30 Years
28.43%
Over 30 Years
0.02%
Other
0.02%
As of June 30, 2026
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