Asset Allocation

As of June 30, 2025.
Type % Net
Cash 6.07%
Stock 58.82%
Bond 32.76%
Convertible 0.00%
Preferred 0.18%
Other 2.17%
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Market Capitalization

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

% Developed Markets: 88.60%    % Emerging Markets: 7.32%    % Unidentified Markets: 4.08%

Americas 62.25%
59.59%
Canada 2.23%
United States 57.36%
2.65%
Argentina 0.07%
Brazil 0.36%
Chile 0.13%
Colombia 0.12%
Mexico 0.43%
Peru 0.07%
Venezuela 0.04%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.37%
United Kingdom 3.56%
13.33%
Austria 0.10%
Belgium 0.45%
Denmark 0.44%
Finland 0.28%
France 2.47%
Germany 2.24%
Greece 0.02%
Ireland 0.97%
Italy 1.07%
Netherlands 1.08%
Norway 0.19%
Portugal 0.07%
Spain 0.81%
Sweden 0.50%
Switzerland 2.01%
0.72%
Czech Republic 0.02%
Poland 0.17%
Turkey 0.20%
1.74%
Egypt 0.08%
Israel 0.20%
Nigeria 0.08%
Qatar 0.07%
Saudi Arabia 0.33%
South Africa 0.30%
United Arab Emirates 0.23%
Greater Asia 14.31%
Japan 6.31%
1.41%
Australia 1.36%
3.00%
Hong Kong 0.65%
Singapore 0.37%
South Korea 0.85%
Taiwan 1.13%
3.59%
China 1.55%
India 1.21%
Indonesia 0.24%
Kazakhstan 0.03%
Malaysia 0.05%
Pakistan 0.04%
Philippines 0.24%
Thailand 0.11%
Unidentified Region 4.08%

Bond Credit Quality Exposure

AAA 16.12%
AA 24.04%
A 9.95%
BBB 18.99%
BB 5.12%
B 3.25%
Below B 1.17%
    CCC 1.09%
    CC 0.03%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.19%
Not Available 21.17%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
21.96%
Materials
2.20%
Consumer Discretionary
6.50%
Financials
11.34%
Real Estate
1.92%
Sensitive
28.37%
Communication Services
4.87%
Energy
2.07%
Industrials
7.51%
Information Technology
13.93%
Defensive
11.56%
Consumer Staples
3.67%
Health Care
6.09%
Utilities
1.80%
Not Classified
38.11%
Non Classified Equity
0.15%
Not Classified - Non Equity
37.95%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 38.02%
Corporate 34.68%
Securitized 25.47%
Municipal 1.16%
Other 0.67%
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Bond Maturity Exposure

Short Term
12.06%
Less than 1 Year
12.06%
Intermediate
48.37%
1 to 3 Years
9.98%
3 to 5 Years
20.14%
5 to 10 Years
18.25%
Long Term
36.76%
10 to 20 Years
14.15%
20 to 30 Years
16.79%
Over 30 Years
5.82%
Other
2.82%
As of June 30, 2025
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