Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.06%
Stock 7.48%
Bond 100.5%
Convertible 0.00%
Preferred 1.27%
Other -12.36%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 12.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 87.48%

Americas 12.06%
11.90%
Canada 0.18%
United States 11.72%
0.16%
Mexico 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.46%
United Kingdom 0.05%
0.18%
France 0.17%
Germany 0.00%
Ireland 0.00%
Italy 0.00%
Netherlands 0.01%
0.00%
0.23%
Israel 0.23%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 87.48%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.09%
A 0.00%
BBB 0.16%
BB 1.35%
B 4.85%
Below B 0.03%
    CCC 0.02%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.71%
Not Available 91.81%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 2.38%
Corporate 10.05%
Securitized 0.45%
Municipal 0.00%
Other 87.12%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.31%
Less than 1 Year
3.31%
Intermediate
95.88%
1 to 3 Years
18.78%
3 to 5 Years
30.55%
5 to 10 Years
46.56%
Long Term
0.80%
10 to 20 Years
0.80%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial