Asset Allocation

As of May 31, 2025.
Type % Net
Cash -3.33%
Stock 52.54%
Bond 35.28%
Convertible 0.00%
Preferred 0.17%
Other 15.36%
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Market Capitalization

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

% Developed Markets: 78.25%    % Emerging Markets: 6.52%    % Unidentified Markets: 15.23%

Americas 65.19%
62.74%
Canada 0.35%
United States 62.39%
2.45%
Argentina 0.08%
Brazil 0.40%
Chile 0.11%
Colombia 0.13%
Mexico 0.40%
Peru 0.08%
Venezuela 0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.41%
United Kingdom 2.12%
7.32%
Austria 0.06%
Belgium 0.31%
Denmark 0.16%
Finland 0.12%
France 1.19%
Germany 1.16%
Greece 0.05%
Ireland 0.97%
Italy 0.57%
Netherlands 0.65%
Norway 0.07%
Portugal 0.04%
Spain 0.54%
Sweden 0.25%
Switzerland 0.93%
0.61%
Czech Republic 0.04%
Poland 0.19%
Turkey 0.16%
1.35%
Egypt 0.09%
Israel 0.09%
Nigeria 0.05%
Qatar 0.10%
Saudi Arabia 0.26%
South Africa 0.26%
United Arab Emirates 0.16%
Greater Asia 8.17%
Japan 2.01%
0.63%
Australia 0.60%
2.12%
Hong Kong 0.40%
Singapore 0.21%
South Korea 0.60%
Taiwan 0.89%
3.41%
China 1.61%
India 1.08%
Indonesia 0.26%
Kazakhstan 0.01%
Malaysia 0.15%
Pakistan 0.01%
Philippines 0.16%
Thailand 0.10%
Unidentified Region 15.23%

Bond Credit Quality Exposure

AAA 9.21%
AA 41.62%
A 6.45%
BBB 11.67%
BB 4.62%
B 2.28%
Below B 1.96%
    CCC 1.05%
    CC 0.46%
    C 0.29%
    DDD 0.00%
    DD 0.00%
    D 0.15%
Not Rated 1.99%
Not Available 20.20%
Short Term 0.00%
As of May 31, 2025
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Stock Sector Exposure

Cyclical
18.20%
Materials
1.48%
Consumer Discretionary
5.93%
Financials
9.81%
Real Estate
0.98%
Sensitive
27.58%
Communication Services
5.48%
Energy
1.71%
Industrials
4.87%
Information Technology
15.51%
Defensive
9.83%
Consumer Staples
3.51%
Health Care
4.71%
Utilities
1.61%
Not Classified
44.39%
Non Classified Equity
0.26%
Not Classified - Non Equity
44.14%
As of May 31, 2025
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Bond Sector Exposure

As of May 31, 2025
Type % Net
Government 46.66%
Corporate 19.99%
Securitized 30.72%
Municipal 0.70%
Other 1.93%
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Bond Maturity Exposure

Short Term
2.98%
Less than 1 Year
2.98%
Intermediate
33.87%
1 to 3 Years
8.38%
3 to 5 Years
9.58%
5 to 10 Years
15.92%
Long Term
62.01%
10 to 20 Years
31.99%
20 to 30 Years
25.23%
Over 30 Years
4.78%
Other
1.14%
As of May 31, 2025
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