Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.28%
Stock 60.67%
Bond 38.62%
Convertible 0.00%
Preferred 0.06%
Other 0.38%
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Market Capitalization

As of June 30, 2025
Large 87.20%
Mid 11.45%
Small 1.35%
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Region Exposure

% Developed Markets: 99.54%    % Emerging Markets: 0.16%    % Unidentified Markets: 0.29%

Americas 79.39%
79.22%
Canada 58.72%
United States 20.50%
0.17%
Mexico 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.25%
United Kingdom 2.93%
9.96%
Austria 0.07%
Belgium 0.18%
Denmark 0.43%
Finland 0.21%
France 1.77%
Germany 1.91%
Ireland 0.50%
Italy 0.57%
Netherlands 1.05%
Norway 0.15%
Portugal 0.04%
Spain 0.59%
Sweden 0.64%
Switzerland 1.81%
0.09%
Poland 0.09%
0.27%
Israel 0.27%
South Africa 0.01%
Greater Asia 7.06%
Japan 4.75%
1.50%
Australia 1.44%
0.77%
Hong Kong 0.41%
Singapore 0.36%
0.05%
China 0.02%
Philippines 0.03%
Unidentified Region 0.29%

Bond Credit Quality Exposure

AAA 42.42%
AA 18.72%
A 25.82%
BBB 10.07%
BB 0.17%
B 0.05%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.25%
Not Available 2.49%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
40.85%
Materials
6.34%
Consumer Discretionary
8.03%
Financials
25.01%
Real Estate
1.47%
Sensitive
43.00%
Communication Services
5.26%
Energy
7.33%
Industrials
12.70%
Information Technology
17.71%
Defensive
15.21%
Consumer Staples
5.79%
Health Care
6.67%
Utilities
2.75%
Not Classified
0.94%
Non Classified Equity
0.94%
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 35.08%
Corporate 28.12%
Securitized 0.05%
Municipal 31.81%
Other 4.95%
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Bond Maturity Exposure

Short Term
1.60%
Less than 1 Year
1.60%
Intermediate
70.40%
1 to 3 Years
19.35%
3 to 5 Years
18.29%
5 to 10 Years
32.76%
Long Term
28.00%
10 to 20 Years
9.37%
20 to 30 Years
13.73%
Over 30 Years
4.89%
Other
0.00%
As of June 30, 2025
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