Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.99%
Stock 63.50%
Bond 34.42%
Convertible 0.00%
Preferred 0.03%
Other 0.06%
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Market Capitalization

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

% Developed Markets: 90.34%    % Emerging Markets: 7.14%    % Unidentified Markets: 2.52%

Americas 64.46%
61.73%
Canada 0.68%
United States 61.05%
2.72%
Argentina 0.15%
Brazil 0.50%
Chile 0.23%
Colombia 0.12%
Mexico 0.19%
Peru 0.10%
Venezuela 0.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.07%
United Kingdom 4.47%
13.40%
Austria 0.07%
Belgium 0.55%
Denmark 0.32%
Finland 0.14%
France 0.83%
Germany 3.21%
Ireland 2.14%
Italy 0.21%
Netherlands 3.03%
Norway 0.17%
Spain 1.30%
Sweden 0.01%
Switzerland 0.92%
0.53%
Poland 0.10%
Turkey 0.22%
0.68%
Egypt 0.04%
Israel 0.02%
Nigeria 0.10%
Qatar 0.01%
Saudi Arabia 0.03%
South Africa 0.11%
United Arab Emirates 0.14%
Greater Asia 13.95%
Japan 3.47%
1.81%
Australia 1.62%
4.72%
Hong Kong 0.18%
Singapore 1.03%
South Korea 1.04%
Taiwan 2.44%
3.95%
China 1.76%
India 1.70%
Indonesia 0.19%
Kazakhstan 0.07%
Malaysia 0.05%
Philippines 0.03%
Thailand 0.03%
Unidentified Region 2.52%

Bond Credit Quality Exposure

AAA 9.40%
AA 17.48%
A 15.58%
BBB 21.80%
BB 7.88%
B 2.81%
Below B 0.28%
    CCC 0.27%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.06%
Not Available 24.71%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
23.13%
Materials
2.94%
Consumer Discretionary
5.98%
Financials
14.01%
Real Estate
0.19%
Sensitive
31.24%
Communication Services
7.11%
Energy
1.13%
Industrials
8.16%
Information Technology
14.83%
Defensive
9.21%
Consumer Staples
2.88%
Health Care
5.72%
Utilities
0.60%
Not Classified
36.42%
Non Classified Equity
0.06%
Not Classified - Non Equity
36.36%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 26.82%
Corporate 41.09%
Securitized 29.90%
Municipal 0.05%
Other 2.15%
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Bond Maturity Exposure

Short Term
1.88%
Less than 1 Year
1.88%
Intermediate
50.46%
1 to 3 Years
9.10%
3 to 5 Years
15.03%
5 to 10 Years
26.33%
Long Term
46.27%
10 to 20 Years
13.63%
20 to 30 Years
29.99%
Over 30 Years
2.65%
Other
1.39%
As of June 30, 2025
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