Asset Allocation

As of March 31, 2025.
Type % Net
Cash 3.72%
Stock 19.06%
Bond 93.07%
Convertible 0.00%
Preferred 0.36%
Other -16.21%
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Market Capitalization

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

% Developed Markets: 16.00%    % Emerging Markets: 0.08%    % Unidentified Markets: 83.92%

Americas 15.87%
15.74%
Canada 0.02%
United States 15.73%
0.13%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.21%
United Kingdom 0.20%
0.01%
Sweden 0.01%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 83.92%

Bond Credit Quality Exposure

AAA 0.02%
AA 2.09%
A 0.00%
BBB 0.27%
BB 0.45%
B 0.47%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.06%
Not Available 96.64%
Short Term 0.00%
As of March 31, 2025
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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
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Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 6.04%
Corporate 9.56%
Securitized 1.60%
Municipal 0.00%
Other 82.81%
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Bond Maturity Exposure

Short Term
7.23%
Less than 1 Year
7.23%
Intermediate
138.8%
1 to 3 Years
24.01%
3 to 5 Years
44.09%
5 to 10 Years
70.72%
Long Term
0.47%
10 to 20 Years
0.47%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
-46.53%
As of March 31, 2025
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