Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.20%
Stock 48.50%
Bond 47.38%
Convertible 0.00%
Preferred 0.03%
Other 0.89%
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Market Capitalization

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

% Developed Markets: 96.75%    % Emerging Markets: 2.21%    % Unidentified Markets: 1.04%

Americas 81.96%
80.79%
Canada 49.68%
United States 31.11%
1.17%
Brazil 0.08%
Mexico 0.31%
Peru 0.03%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.54%
United Kingdom 2.69%
7.78%
Belgium 0.34%
Denmark 0.35%
Finland 0.99%
France 0.84%
Germany 1.20%
Ireland 1.09%
Italy 0.23%
Netherlands 0.93%
Norway 0.18%
Spain 0.08%
Switzerland 0.99%
0.04%
Poland 0.04%
1.03%
Israel 0.98%
Saudi Arabia 0.01%
South Africa 0.04%
Greater Asia 5.46%
Japan 1.76%
0.10%
Australia 0.10%
2.47%
Hong Kong 0.45%
Singapore 0.87%
South Korea 0.46%
Taiwan 0.69%
1.14%
China 0.51%
India 0.50%
Indonesia 0.07%
Philippines 0.05%
Unidentified Region 1.04%

Bond Credit Quality Exposure

AAA 16.22%
AA 8.27%
A 19.47%
BBB 36.97%
BB 8.92%
B 3.39%
Below B 0.36%
    CCC 0.36%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.32%
Not Available 6.09%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
17.89%
Materials
2.11%
Consumer Discretionary
5.07%
Financials
9.04%
Real Estate
1.67%
Sensitive
25.22%
Communication Services
2.47%
Energy
1.96%
Industrials
7.09%
Information Technology
13.70%
Defensive
6.26%
Consumer Staples
2.04%
Health Care
3.29%
Utilities
0.93%
Not Classified
50.64%
Non Classified Equity
0.95%
Not Classified - Non Equity
49.69%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 10.48%
Corporate 67.46%
Securitized 0.56%
Municipal 13.54%
Other 7.97%
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Bond Maturity Exposure

Short Term
0.23%
Less than 1 Year
0.23%
Intermediate
67.96%
1 to 3 Years
10.05%
3 to 5 Years
17.98%
5 to 10 Years
39.92%
Long Term
30.72%
10 to 20 Years
5.89%
20 to 30 Years
13.56%
Over 30 Years
11.27%
Other
1.09%
As of June 30, 2025
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