Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.04%
Stock 21.89%
Bond 72.11%
Convertible 0.00%
Preferred 3.28%
Other 1.69%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 95.46%    % Emerging Markets: 1.62%    % Unidentified Markets: 2.91%

Americas 91.08%
88.35%
Canada 2.55%
United States 85.80%
2.73%
Mexico 1.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.49%
United Kingdom 1.08%
2.80%
Denmark 0.00%
France 0.00%
Germany 0.00%
Ireland 0.06%
Italy 0.37%
Netherlands 0.02%
Norway 0.00%
Spain 0.00%
Sweden 0.00%
Switzerland 0.92%
0.00%
0.62%
Israel 0.00%
South Africa 0.62%
United Arab Emirates 0.00%
Greater Asia 1.51%
Japan 0.67%
0.00%
Australia 0.00%
0.84%
Hong Kong 0.00%
Singapore 0.84%
0.00%
Unidentified Region 2.91%

Bond Credit Quality Exposure

AAA 0.00%
AA 4.62%
A 0.39%
BBB 27.51%
BB 18.68%
B 32.07%
Below B 8.38%
    CCC 8.38%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.65%
Not Available 7.69%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
30.33%
Materials
4.19%
Consumer Discretionary
5.25%
Financials
11.93%
Real Estate
8.96%
Sensitive
45.43%
Communication Services
7.54%
Energy
3.68%
Industrials
11.85%
Information Technology
22.36%
Defensive
16.53%
Consumer Staples
4.46%
Health Care
8.18%
Utilities
3.89%
Not Classified
5.26%
Non Classified Equity
5.26%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 8.41%
Corporate 82.13%
Securitized 1.99%
Municipal 0.00%
Other 7.47%
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Bond Maturity Exposure

Short Term
5.94%
Less than 1 Year
5.94%
Intermediate
78.14%
1 to 3 Years
15.69%
3 to 5 Years
29.64%
5 to 10 Years
32.81%
Long Term
12.69%
10 to 20 Years
0.60%
20 to 30 Years
9.42%
Over 30 Years
2.67%
Other
3.23%
As of June 30, 2026
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