Asset Allocation

As of June 30, 2025.
Type % Net
Cash 17.57%
Stock 60.81%
Bond 22.54%
Convertible 0.00%
Preferred 0.00%
Other -0.92%
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Market Capitalization

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

% Developed Markets: 83.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 16.57%

Americas 77.37%
73.44%
Canada 6.09%
United States 67.36%
3.93%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.06%
United Kingdom 3.11%
2.95%
Germany 1.98%
Ireland 0.00%
Netherlands 0.97%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 16.57%

Bond Credit Quality Exposure

AAA 5.68%
AA 14.07%
A 0.00%
BBB 5.10%
BB 14.56%
B 19.90%
Below B 27.32%
    CCC 27.32%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 13.38%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
30.89%
Materials
6.64%
Consumer Discretionary
13.88%
Financials
10.37%
Real Estate
0.00%
Sensitive
16.94%
Communication Services
3.95%
Energy
3.47%
Industrials
0.45%
Information Technology
9.07%
Defensive
32.80%
Consumer Staples
9.20%
Health Care
15.20%
Utilities
8.40%
Not Classified
19.38%
Non Classified Equity
0.62%
Not Classified - Non Equity
18.76%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 27.44%
Corporate 66.87%
Securitized 5.68%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
40.33%
Less than 1 Year
40.33%
Intermediate
52.55%
1 to 3 Years
8.59%
3 to 5 Years
24.35%
5 to 10 Years
19.62%
Long Term
7.12%
10 to 20 Years
2.03%
20 to 30 Years
5.10%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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