Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.88%
Stock 79.18%
Bond 18.73%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

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

% Developed Markets: 98.62%    % Emerging Markets: 1.16%    % Unidentified Markets: 0.22%

Americas 79.32%
78.30%
Canada 39.34%
United States 38.97%
1.02%
Argentina 0.00%
Brazil 0.36%
Colombia 0.01%
Mexico 0.06%
Peru 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.59%
United Kingdom 3.44%
10.07%
Austria 0.00%
Denmark 0.76%
Finland 0.24%
France 2.19%
Germany 1.31%
Greece 0.01%
Ireland 1.17%
Italy 0.38%
Netherlands 2.15%
Portugal 0.00%
Spain 0.40%
Sweden 0.32%
Switzerland 1.01%
0.02%
Czech Republic 0.00%
Turkey 0.00%
0.06%
Israel 0.04%
Nigeria 0.01%
Greater Asia 6.87%
Japan 3.55%
0.42%
Australia 0.42%
2.44%
Hong Kong 0.54%
Singapore 0.36%
South Korea 0.08%
Taiwan 1.45%
0.46%
China 0.31%
India 0.15%
Unidentified Region 0.22%

Bond Credit Quality Exposure

AAA 11.07%
AA 16.76%
A 24.60%
BBB 35.56%
BB 2.83%
B 0.58%
Below B 0.10%
    CCC 0.10%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.78%
Not Available 7.71%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
30.94%
Materials
4.20%
Consumer Discretionary
10.54%
Financials
14.70%
Real Estate
1.50%
Sensitive
37.62%
Communication Services
4.44%
Energy
3.10%
Industrials
12.52%
Information Technology
17.56%
Defensive
10.71%
Consumer Staples
3.45%
Health Care
6.65%
Utilities
0.60%
Not Classified
20.73%
Non Classified Equity
1.46%
Not Classified - Non Equity
19.27%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 7.32%
Corporate 57.23%
Securitized 2.81%
Municipal 22.96%
Other 9.68%
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Bond Maturity Exposure

Short Term
0.57%
Less than 1 Year
0.57%
Intermediate
60.54%
1 to 3 Years
11.03%
3 to 5 Years
14.90%
5 to 10 Years
34.60%
Long Term
37.95%
10 to 20 Years
6.78%
20 to 30 Years
20.85%
Over 30 Years
10.32%
Other
0.95%
As of June 30, 2025
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