Asset Allocation

As of June 30, 2025.
Type % Net
Cash 7.66%
Stock 17.91%
Bond 78.62%
Convertible 0.00%
Preferred 0.00%
Other -4.19%
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Market Capitalization

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

% Developed Markets: 56.87%    % Emerging Markets: 0.56%    % Unidentified Markets: 42.57%

Americas 18.65%
10.34%
United States 10.34%
8.31%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.22%
United Kingdom 10.85%
27.36%
France 1.67%
Germany 7.61%
Norway 8.30%
Sweden 3.05%
0.00%
Poland 0.00%
0.00%
Greater Asia 0.56%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.56%
Malaysia 0.56%
Unidentified Region 42.57%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.54%
A 0.00%
BBB 0.00%
BB 0.00%
B 5.40%
Below B 7.32%
    CCC 2.57%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 4.76%
Not Rated 0.00%
Not Available 86.73%
Short Term 0.00%
As of June 30, 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 June 30, 2025
Type % Net
Government 1.51%
Corporate 38.45%
Securitized 0.00%
Municipal 0.00%
Other 60.04%
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Bond Maturity Exposure

Short Term
19.66%
Less than 1 Year
19.66%
Intermediate
78.55%
1 to 3 Years
44.32%
3 to 5 Years
29.63%
5 to 10 Years
4.60%
Long Term
1.79%
10 to 20 Years
0.00%
20 to 30 Years
1.79%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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