Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.02%
Stock 42.30%
Bond 54.70%
Convertible 0.00%
Preferred 2.01%
Other 0.97%
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Market Capitalization

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

% Developed Markets: 79.07%    % Emerging Markets: 20.18%    % Unidentified Markets: 0.75%

Americas 69.17%
66.50%
Canada 1.73%
United States 64.77%
2.67%
Argentina 0.04%
Brazil 0.91%
Chile 0.03%
Colombia 0.12%
Mexico 0.40%
Peru 0.04%
Venezuela 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.72%
United Kingdom 16.91%
5.85%
Austria 0.06%
Belgium 0.00%
Denmark 0.08%
Finland 0.11%
France 1.01%
Germany 0.55%
Greece 0.05%
Ireland 0.81%
Italy 0.29%
Netherlands 1.04%
Norway 0.12%
Portugal 0.01%
Spain 0.35%
Sweden 0.11%
Switzerland 0.15%
0.20%
Czech Republic 0.01%
Poland 0.04%
Turkey 0.08%
0.76%
Egypt 0.07%
Israel 0.08%
Nigeria 0.01%
Qatar 0.01%
Saudi Arabia 0.20%
South Africa 0.25%
United Arab Emirates 0.09%
Greater Asia 6.37%
Japan 0.16%
0.18%
Australia 0.14%
2.59%
Hong Kong 0.43%
Singapore 0.04%
South Korea 0.68%
Taiwan 1.39%
3.44%
China 1.70%
India 1.26%
Indonesia 0.13%
Kazakhstan 0.10%
Malaysia 0.05%
Pakistan 0.00%
Philippines 0.01%
Thailand 0.13%
Unidentified Region 0.75%

Bond Credit Quality Exposure

AAA 4.49%
AA 25.64%
A 4.44%
BBB 10.75%
BB 11.39%
B 13.15%
Below B 2.78%
    CCC 2.36%
    CC 0.29%
    C 0.06%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 0.91%
Not Available 26.46%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
12.94%
Materials
3.01%
Consumer Discretionary
3.38%
Financials
6.36%
Real Estate
0.19%
Sensitive
13.10%
Communication Services
1.75%
Energy
2.10%
Industrials
3.52%
Information Technology
5.72%
Defensive
2.44%
Consumer Staples
0.60%
Health Care
1.40%
Utilities
0.45%
Not Classified
71.53%
Non Classified Equity
21.27%
Not Classified - Non Equity
50.25%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 34.07%
Corporate 35.92%
Securitized 7.07%
Municipal 15.28%
Other 7.67%
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Bond Maturity Exposure

Short Term
22.24%
Less than 1 Year
22.24%
Intermediate
47.77%
1 to 3 Years
11.55%
3 to 5 Years
19.08%
5 to 10 Years
17.14%
Long Term
27.12%
10 to 20 Years
9.33%
20 to 30 Years
13.62%
Over 30 Years
4.18%
Other
2.87%
As of June 30, 2025
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