Asset Allocation

As of December 31, 2024.
Type % Net
Cash 6.57%
Stock 58.12%
Bond 13.92%
Convertible 0.00%
Preferred 0.00%
Other 21.38%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2024
Large 89.59%
Mid 7.29%
Small 3.12%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 85.73%    % Emerging Markets: 2.45%    % Unidentified Markets: 11.82%

Americas 79.90%
79.22%
Canada 1.47%
United States 77.75%
0.68%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.12%
United Kingdom 0.00%
2.12%
Denmark 0.50%
Germany 1.62%
0.00%
0.00%
Greater Asia 6.17%
Japan 1.43%
0.00%
2.97%
Hong Kong 0.79%
Taiwan 2.18%
1.77%
China 1.77%
Unidentified Region 11.82%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 23.10%
BB 7.43%
B 4.03%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 65.44%
Short Term 0.00%
As of December 31, 2024
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
25.67%
Materials
9.89%
Consumer Discretionary
4.38%
Financials
11.40%
Real Estate
0.00%
Sensitive
45.39%
Communication Services
10.55%
Energy
2.59%
Industrials
8.74%
Information Technology
23.50%
Defensive
21.90%
Consumer Staples
4.22%
Health Care
14.53%
Utilities
3.15%
Not Classified
7.04%
Non Classified Equity
4.29%
Not Classified - Non Equity
2.75%
As of June 30, 2024
View Region Exposure
Start Trial

Bond Sector Exposure

As of December 31, 2024
Type % Net
Government 65.45%
Corporate 34.55%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
70.52%
Less than 1 Year
70.52%
Intermediate
29.48%
1 to 3 Years
21.57%
3 to 5 Years
3.89%
5 to 10 Years
4.03%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2024
View Bond Maturity Exposure
Start Trial