Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.43%
Stock 86.22%
Bond 9.64%
Convertible 0.00%
Preferred 0.01%
Other 0.70%
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Market Capitalization

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

% Developed Markets: 95.40%    % Emerging Markets: 3.93%    % Unidentified Markets: 0.67%

Americas 70.19%
68.11%
Canada 25.07%
United States 43.04%
2.08%
Brazil 0.15%
Mexico 0.56%
Peru 0.07%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.25%
United Kingdom 4.17%
13.05%
Belgium 0.53%
Denmark 0.62%
Finland 1.78%
France 1.42%
Germany 2.12%
Ireland 1.37%
Italy 0.37%
Netherlands 1.61%
Norway 0.32%
Spain 0.11%
Switzerland 1.80%
0.08%
Poland 0.08%
1.96%
Israel 1.88%
Saudi Arabia 0.00%
South Africa 0.08%
Greater Asia 9.89%
Japan 3.11%
0.14%
Australia 0.14%
4.49%
Hong Kong 0.80%
Singapore 1.64%
South Korea 0.83%
Taiwan 1.22%
2.14%
China 0.98%
India 0.92%
Indonesia 0.13%
Philippines 0.10%
Unidentified Region 0.67%

Bond Credit Quality Exposure

AAA 11.46%
AA 6.73%
A 20.83%
BBB 40.49%
BB 9.55%
B 3.41%
Below B 0.50%
    CCC 0.50%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.34%
Not Available 6.68%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
32.04%
Materials
3.95%
Consumer Discretionary
9.06%
Financials
16.57%
Real Estate
2.47%
Sensitive
45.98%
Communication Services
4.51%
Energy
3.28%
Industrials
12.68%
Information Technology
25.51%
Defensive
10.31%
Consumer Staples
3.30%
Health Care
5.61%
Utilities
1.40%
Not Classified
11.66%
Non Classified Equity
1.70%
Not Classified - Non Equity
9.96%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 4.49%
Corporate 73.74%
Securitized 0.77%
Municipal 12.89%
Other 8.11%
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Bond Maturity Exposure

Short Term
0.36%
Less than 1 Year
0.36%
Intermediate
67.92%
1 to 3 Years
10.46%
3 to 5 Years
18.13%
5 to 10 Years
39.33%
Long Term
30.62%
10 to 20 Years
5.75%
20 to 30 Years
12.99%
Over 30 Years
11.89%
Other
1.10%
As of June 30, 2025
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