Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 43.31%
Bond 40.41%
Convertible 0.00%
Preferred 0.00%
Other 16.27%
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Market Capitalization

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

% Developed Markets: 83.76%    % Emerging Markets: 0.26%    % Unidentified Markets: 15.98%

Americas 77.03%
76.05%
Canada 1.21%
United States 74.84%
0.98%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.70%
United Kingdom 2.34%
4.13%
Belgium 0.42%
Denmark 0.00%
Finland 0.23%
France 0.43%
Germany 0.32%
Ireland 0.50%
Italy 0.39%
Netherlands 0.72%
Portugal 0.00%
Spain 0.15%
Sweden 0.18%
Switzerland 0.49%
0.00%
0.23%
Israel 0.01%
South Africa 0.22%
Greater Asia 0.29%
Japan 0.17%
0.03%
Australia 0.03%
0.05%
Hong Kong 0.05%
Singapore 0.00%
0.04%
China 0.04%
Unidentified Region 15.98%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
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 100.0%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
27.16%
Materials
6.46%
Consumer Discretionary
11.07%
Financials
7.89%
Real Estate
1.73%
Sensitive
42.38%
Communication Services
18.42%
Energy
3.23%
Industrials
10.64%
Information Technology
10.09%
Defensive
29.76%
Consumer Staples
1.40%
Health Care
17.41%
Utilities
10.96%
Not Classified
0.70%
Non Classified Equity
0.70%
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 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
100.0%
Less than 1 Year
100.0%
Intermediate
0.00%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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