Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.74%
Stock 46.16%
Bond 41.51%
Convertible 0.00%
Preferred 0.22%
Other 10.37%
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Market Capitalization

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

% Developed Markets: 84.58%    % Emerging Markets: 3.66%    % Unidentified Markets: 11.75%

Americas 65.47%
63.96%
Canada 38.33%
United States 25.63%
1.51%
Argentina 0.07%
Brazil 0.22%
Chile 0.06%
Colombia 0.15%
Mexico 0.29%
Peru 0.11%
Venezuela 0.02%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.83%
United Kingdom 3.24%
11.27%
Austria 0.13%
Belgium 0.42%
Denmark 0.19%
Finland 0.22%
France 2.57%
Germany 1.32%
Greece 0.11%
Ireland 0.99%
Italy 1.01%
Netherlands 1.51%
Norway 0.07%
Portugal 0.05%
Spain 0.94%
Sweden 0.41%
Switzerland 0.85%
0.39%
Poland 0.09%
Turkey 0.05%
0.94%
Egypt 0.06%
Israel 0.07%
Nigeria 0.02%
Qatar 0.04%
Saudi Arabia 0.13%
South Africa 0.18%
United Arab Emirates 0.19%
Greater Asia 6.94%
Japan 2.94%
0.60%
Australia 0.56%
1.88%
Hong Kong 0.54%
Singapore 0.32%
South Korea 0.41%
Taiwan 0.61%
1.51%
China 0.57%
India 0.54%
Indonesia 0.07%
Kazakhstan 0.05%
Malaysia 0.03%
Pakistan 0.02%
Philippines 0.10%
Thailand 0.01%
Unidentified Region 11.75%

Bond Credit Quality Exposure

AAA 16.45%
AA 15.02%
A 25.70%
BBB 19.55%
BB 4.22%
B 2.51%
Below B 0.86%
    CCC 0.83%
    CC 0.03%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.42%
Not Available 15.29%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
17.24%
Materials
2.39%
Consumer Discretionary
3.52%
Financials
10.14%
Real Estate
1.19%
Sensitive
20.68%
Communication Services
2.40%
Energy
2.92%
Industrials
6.66%
Information Technology
8.70%
Defensive
10.01%
Consumer Staples
3.97%
Health Care
3.97%
Utilities
2.08%
Not Classified
52.07%
Non Classified Equity
0.22%
Not Classified - Non Equity
51.85%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 35.42%
Corporate 41.54%
Securitized 5.85%
Municipal 13.24%
Other 3.94%
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Bond Maturity Exposure

Short Term
5.06%
Less than 1 Year
5.06%
Intermediate
63.19%
1 to 3 Years
13.59%
3 to 5 Years
19.09%
5 to 10 Years
30.51%
Long Term
30.74%
10 to 20 Years
14.69%
20 to 30 Years
12.79%
Over 30 Years
3.26%
Other
1.01%
As of June 30, 2025
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