Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.39%
Stock 93.57%
Bond 5.08%
Convertible 0.00%
Preferred 0.00%
Other 0.97%
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Market Capitalization

As of June 30, 2026
Large 61.37%
Mid 31.60%
Small 7.03%
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Region Exposure

% Developed Markets: 99.04%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.96%

Americas 82.62%
82.62%
Canada 4.29%
United States 78.33%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.42%
United Kingdom 4.33%
12.09%
France 4.64%
Ireland 5.13%
Italy 2.32%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.96%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
54.71%
Materials
7.97%
Consumer Discretionary
11.10%
Financials
35.65%
Real Estate
0.00%
Sensitive
43.45%
Communication Services
4.24%
Energy
0.00%
Industrials
27.92%
Information Technology
11.29%
Defensive
1.84%
Consumer Staples
1.84%
Health Care
0.00%
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 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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