Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 86.95%
Bond 13.13%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of June 30, 2025
Large 97.57%
Mid 2.23%
Small 0.20%
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Region Exposure

% Developed Markets: 99.34%    % Emerging Markets: 0.74%    % Unidentified Markets: -0.08%

Americas 76.55%
75.81%
United States 75.81%
0.74%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.87%
United Kingdom 0.92%
20.94%
France 4.74%
Germany 1.63%
Ireland 5.88%
Netherlands 1.44%
Sweden 3.54%
Switzerland 1.62%
0.00%
0.00%
Greater Asia 1.66%
Japan 1.66%
0.00%
0.00%
0.00%
Unidentified Region -0.08%

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
27.37%
Materials
1.06%
Consumer Discretionary
9.23%
Financials
17.08%
Real Estate
0.00%
Sensitive
60.70%
Communication Services
14.15%
Energy
0.00%
Industrials
15.08%
Information Technology
31.47%
Defensive
11.93%
Consumer Staples
1.48%
Health Care
10.46%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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 --
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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