Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.98%
Stock 53.02%
Bond 45.65%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of June 30, 2025
Large 35.62%
Mid 44.54%
Small 19.84%
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Region Exposure

% Developed Markets: 98.12%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.88%

Americas 89.23%
89.23%
United States 89.23%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.88%
United Kingdom 3.12%
5.76%
Ireland 4.31%
Netherlands 0.64%
Switzerland 0.81%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.88%

Bond Credit Quality Exposure

AAA 4.33%
AA 20.07%
A 8.28%
BBB 25.40%
BB 12.26%
B 0.81%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 28.84%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
32.04%
Materials
5.93%
Consumer Discretionary
6.10%
Financials
14.28%
Real Estate
5.73%
Sensitive
50.64%
Communication Services
0.00%
Energy
9.23%
Industrials
25.89%
Information Technology
15.52%
Defensive
17.26%
Consumer Staples
0.94%
Health Care
5.75%
Utilities
10.57%
Not Classified
0.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.06%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 11.10%
Corporate 44.16%
Securitized 33.69%
Municipal 8.65%
Other 2.39%
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Bond Maturity Exposure

Short Term
2.99%
Less than 1 Year
2.99%
Intermediate
62.30%
1 to 3 Years
16.41%
3 to 5 Years
25.70%
5 to 10 Years
20.19%
Long Term
34.71%
10 to 20 Years
5.39%
20 to 30 Years
29.32%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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