Asset Allocation

As of March 31, 2025.
Type % Net
Cash 24.47%
Stock 58.84%
Bond 16.87%
Convertible 0.00%
Preferred 0.01%
Other -0.20%
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Market Capitalization

As of March 31, 2025
Large 70.06%
Mid 17.49%
Small 12.44%
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Region Exposure

% Developed Markets: 95.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.57%

Americas 71.71%
71.71%
Canada -0.00%
United States 71.71%
-0.00%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.51%
United Kingdom -0.00%
20.51%
France 3.05%
Germany 1.44%
Ireland 4.84%
Netherlands 5.37%
Switzerland 4.39%
0.00%
0.00%
Greater Asia 3.21%
Japan 1.51%
0.00%
1.71%
Hong Kong 0.18%
South Korea 1.53%
0.00%
Unidentified Region 4.57%

Bond Credit Quality Exposure

AAA 0.71%
AA 13.66%
A 0.00%
BBB 1.67%
BB 0.00%
B 0.12%
Below B 2.54%
    CCC 2.54%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 81.29%
Short Term 0.00%
As of March 31, 2025
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Stock Sector Exposure

Cyclical
36.53%
Materials
9.16%
Consumer Discretionary
11.07%
Financials
14.37%
Real Estate
1.94%
Sensitive
44.69%
Communication Services
21.08%
Energy
2.11%
Industrials
10.21%
Information Technology
11.29%
Defensive
10.80%
Consumer Staples
7.29%
Health Care
3.31%
Utilities
0.20%
Not Classified
7.97%
Non Classified Equity
7.14%
Not Classified - Non Equity
0.83%
As of March 31, 2025
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Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 85.65%
Corporate 1.65%
Securitized 0.71%
Municipal 0.00%
Other 11.98%
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Bond Maturity Exposure

Short Term
88.51%
Less than 1 Year
88.51%
Intermediate
9.56%
1 to 3 Years
6.53%
3 to 5 Years
3.03%
5 to 10 Years
0.00%
Long Term
1.78%
10 to 20 Years
0.72%
20 to 30 Years
1.06%
Over 30 Years
0.00%
Other
0.14%
As of March 31, 2025
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