Asset Allocation

As of June 30, 2025.
Type % Net
Cash 4.50%
Stock 69.89%
Bond 20.43%
Convertible 0.00%
Preferred 0.09%
Other 5.10%
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Market Capitalization

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

% Developed Markets: 92.09%    % Emerging Markets: 2.78%    % Unidentified Markets: 5.13%

Americas 71.82%
70.64%
Canada 39.63%
United States 31.02%
1.17%
Argentina 0.01%
Brazil 0.30%
Chile 0.00%
Colombia 0.00%
Mexico 0.39%
Peru 0.04%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.95%
United Kingdom 3.83%
10.57%
Austria 0.02%
Belgium 0.74%
Denmark 0.48%
Finland 1.37%
France 1.56%
Germany 1.41%
Greece 0.04%
Ireland 1.24%
Italy 0.19%
Netherlands 1.32%
Norway 0.24%
Portugal 0.01%
Spain 0.15%
Sweden 0.08%
Switzerland 1.30%
0.10%
Czech Republic 0.00%
Poland 0.02%
Turkey 0.02%
0.45%
Israel 0.33%
Qatar 0.00%
Saudi Arabia 0.04%
South Africa 0.02%
United Arab Emirates 0.06%
Greater Asia 8.10%
Japan 2.78%
0.23%
Australia 0.23%
3.47%
Hong Kong 0.78%
Singapore 0.90%
South Korea 0.88%
Taiwan 0.91%
1.62%
China 0.68%
India 0.75%
Indonesia 0.07%
Kazakhstan 0.02%
Malaysia 0.00%
Philippines 0.02%
Thailand 0.08%
Unidentified Region 5.13%

Bond Credit Quality Exposure

AAA 22.25%
AA 14.37%
A 19.04%
BBB 27.93%
BB 5.64%
B 2.92%
Below B 0.17%
    CCC 0.16%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.18%
Not Available 7.52%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
26.75%
Materials
4.07%
Consumer Discretionary
6.91%
Financials
13.19%
Real Estate
2.57%
Sensitive
30.42%
Communication Services
3.37%
Energy
3.87%
Industrials
9.29%
Information Technology
13.89%
Defensive
11.54%
Consumer Staples
4.30%
Health Care
5.55%
Utilities
1.69%
Not Classified
31.30%
Non Classified Equity
0.57%
Not Classified - Non Equity
30.72%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 20.23%
Corporate 53.85%
Securitized 0.26%
Municipal 17.18%
Other 8.49%
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Bond Maturity Exposure

Short Term
3.19%
Less than 1 Year
3.19%
Intermediate
71.47%
1 to 3 Years
11.68%
3 to 5 Years
22.38%
5 to 10 Years
37.41%
Long Term
23.62%
10 to 20 Years
4.46%
20 to 30 Years
11.22%
Over 30 Years
7.93%
Other
1.72%
As of June 30, 2025
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