Asset Allocation

As of May 31, 2025.
Type % Net
Cash 9.49%
Stock 81.54%
Bond 8.97%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2025
Large 1.13%
Mid 6.88%
Small 92.00%
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Region Exposure

% Developed Markets: 109.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -9.17%

Americas 101.8%
101.1%
Canada 2.53%
United States 98.61%
0.66%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.38%
United Kingdom 2.81%
1.11%
Denmark 1.11%
0.00%
3.46%
Israel 3.46%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -9.17%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
17.09%
Materials
1.35%
Consumer Discretionary
8.95%
Financials
6.40%
Real Estate
0.39%
Sensitive
39.54%
Communication Services
1.37%
Energy
0.00%
Industrials
23.60%
Information Technology
14.57%
Defensive
25.02%
Consumer Staples
0.69%
Health Care
23.08%
Utilities
1.26%
Not Classified
18.35%
Non Classified Equity
0.00%
Not Classified - Non Equity
18.35%
As of May 31, 2025
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Bond Sector Exposure

As of May 31, 2025
Type % Net
Government 98.59%
Corporate 1.30%
Securitized 0.02%
Municipal 0.09%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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