Asset Allocation

As of December 31, 2024.
Type % Net
Cash 2.76%
Stock 19.13%
Bond 76.75%
Convertible 0.00%
Preferred 0.00%
Other 1.37%
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Market Capitalization

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

% Developed Markets: 53.41%    % Emerging Markets: 2.44%    % Unidentified Markets: 44.15%

Americas 19.80%
5.76%
Canada 2.28%
United States 3.48%
14.04%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.09%
United Kingdom 10.95%
24.14%
France 2.82%
Germany 3.51%
Netherlands 1.67%
Norway 6.62%
Sweden 0.81%
0.00%
Poland 0.00%
0.00%
Greater Asia 0.96%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.96%
Malaysia 0.96%
Unidentified Region 44.15%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.26%
A 0.00%
BBB 0.00%
BB 5.08%
B 8.78%
Below B 9.32%
    CCC 9.32%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 75.56%
Short Term 0.00%
As of December 31, 2024
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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 December 31, 2024
Type % Net
Government 5.17%
Corporate 48.67%
Securitized 0.00%
Municipal 0.00%
Other 46.17%
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Bond Maturity Exposure

Short Term
11.08%
Less than 1 Year
11.08%
Intermediate
88.60%
1 to 3 Years
40.45%
3 to 5 Years
42.54%
5 to 10 Years
5.61%
Long Term
0.33%
10 to 20 Years
0.00%
20 to 30 Years
0.33%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2024
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