Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.23%
Stock 71.74%
Bond 24.25%
Convertible 0.00%
Preferred 0.02%
Other 0.76%
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Market Capitalization

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

% Developed Markets: 95.95%    % Emerging Markets: 3.19%    % Unidentified Markets: 0.86%

Americas 74.81%
73.14%
Canada 34.40%
United States 38.73%
1.67%
Brazil 0.12%
Mexico 0.47%
Peru 0.05%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.15%
United Kingdom 3.56%
10.93%
Belgium 0.44%
Denmark 0.52%
Finland 1.49%
France 1.19%
Germany 1.75%
Ireland 1.25%
Italy 0.31%
Netherlands 1.29%
Norway 0.27%
Spain 0.10%
Switzerland 1.49%
0.06%
Poland 0.06%
1.60%
Israel 1.53%
Saudi Arabia 0.00%
South Africa 0.06%
Greater Asia 8.19%
Japan 2.61%
0.13%
Australia 0.13%
3.71%
Hong Kong 0.67%
Singapore 1.34%
South Korea 0.69%
Taiwan 1.01%
1.74%
China 0.79%
India 0.76%
Indonesia 0.11%
Philippines 0.08%
Unidentified Region 0.86%

Bond Credit Quality Exposure

AAA 14.68%
AA 7.76%
A 20.03%
BBB 38.20%
BB 8.97%
B 3.33%
Below B 0.40%
    CCC 0.40%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.33%
Not Available 6.30%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
26.44%
Materials
3.22%
Consumer Discretionary
7.49%
Financials
13.61%
Real Estate
2.12%
Sensitive
38.09%
Communication Services
3.75%
Energy
2.77%
Industrials
10.55%
Information Technology
21.02%
Defensive
8.67%
Consumer Staples
2.83%
Health Care
4.66%
Utilities
1.18%
Not Classified
26.80%
Non Classified Equity
1.48%
Not Classified - Non Equity
25.33%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 8.43%
Corporate 69.49%
Securitized 0.64%
Municipal 13.42%
Other 8.01%
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Bond Maturity Exposure

Short Term
0.28%
Less than 1 Year
0.28%
Intermediate
67.98%
1 to 3 Years
10.23%
3 to 5 Years
17.98%
5 to 10 Years
39.77%
Long Term
30.65%
10 to 20 Years
5.86%
20 to 30 Years
13.38%
Over 30 Years
11.41%
Other
1.09%
As of June 30, 2025
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