Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 64.26%
Bond 19.82%
Convertible 0.00%
Preferred 0.07%
Other 15.85%
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Market Capitalization

As of June 30, 2025
Large 31.32%
Mid 23.84%
Small 44.84%
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Region Exposure

% Developed Markets: 83.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 16.37%

Americas 80.95%
80.95%
Canada 66.58%
United States 14.37%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.05%
United Kingdom 0.17%
1.88%
Ireland 0.33%
Netherlands 0.66%
Sweden 0.49%
Switzerland 0.39%
0.00%
0.00%
Greater Asia 0.63%
Japan 0.35%
0.00%
0.28%
Hong Kong 0.28%
0.00%
Unidentified Region 16.37%

Bond Credit Quality Exposure

AAA 0.97%
AA 2.45%
A 11.88%
BBB 28.19%
BB 7.51%
B 15.39%
Below B 3.38%
    CCC 3.38%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 30.24%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
48.42%
Materials
13.81%
Consumer Discretionary
10.20%
Financials
17.28%
Real Estate
7.13%
Sensitive
44.33%
Communication Services
1.20%
Energy
10.79%
Industrials
16.33%
Information Technology
16.01%
Defensive
5.33%
Consumer Staples
0.00%
Health Care
2.95%
Utilities
2.38%
Not Classified
1.92%
Non Classified Equity
1.92%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 0.97%
Corporate 75.29%
Securitized 0.00%
Municipal 0.00%
Other 23.74%
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Bond Maturity Exposure

Short Term
20.15%
Less than 1 Year
20.15%
Intermediate
73.07%
1 to 3 Years
29.85%
3 to 5 Years
30.50%
5 to 10 Years
12.72%
Long Term
6.16%
10 to 20 Years
2.88%
20 to 30 Years
0.00%
Over 30 Years
3.27%
Other
0.62%
As of June 30, 2025
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