Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.13%
Stock 39.41%
Bond 58.39%
Convertible 0.00%
Preferred 0.38%
Other 0.68%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 90.43%    % Emerging Markets: 6.41%    % Unidentified Markets: 3.16%

Americas 77.14%
74.37%
Canada 2.76%
United States 71.61%
2.77%
Argentina 0.20%
Brazil 0.38%
Chile 0.16%
Colombia 0.14%
Mexico 0.48%
Peru 0.26%
Venezuela 0.03%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.51%
United Kingdom 2.83%
7.73%
Austria 0.04%
Belgium 0.18%
Denmark 0.19%
Finland 0.13%
France 1.47%
Germany 0.92%
Greece 0.07%
Ireland 0.99%
Italy 0.34%
Netherlands 1.05%
Norway 0.35%
Portugal 0.01%
Spain 0.31%
Sweden 0.10%
Switzerland 0.87%
0.51%
Czech Republic 0.00%
Poland 0.10%
Turkey 0.20%
1.44%
Egypt 0.10%
Israel 0.18%
Nigeria 0.15%
Qatar 0.14%
Saudi Arabia 0.28%
South Africa 0.14%
United Arab Emirates 0.05%
Greater Asia 7.19%
Japan 1.76%
0.70%
Australia 0.52%
2.07%
Hong Kong 0.37%
Singapore 0.26%
South Korea 0.70%
Taiwan 0.73%
2.67%
China 0.73%
India 0.92%
Indonesia 0.56%
Kazakhstan 0.03%
Malaysia 0.06%
Pakistan 0.00%
Philippines 0.32%
Thailand 0.02%
Unidentified Region 3.16%

Bond Credit Quality Exposure

AAA 5.04%
AA 23.45%
A 6.10%
BBB 17.52%
BB 12.74%
B 9.25%
Below B 1.25%
    CCC 1.14%
    CC 0.05%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.05%
Not Rated 0.28%
Not Available 24.38%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
14.99%
Materials
1.91%
Consumer Discretionary
4.64%
Financials
7.21%
Real Estate
1.22%
Sensitive
21.04%
Communication Services
3.29%
Energy
2.48%
Industrials
5.51%
Information Technology
9.76%
Defensive
7.66%
Consumer Staples
2.25%
Health Care
4.10%
Utilities
1.30%
Not Classified
56.32%
Non Classified Equity
0.42%
Not Classified - Non Equity
55.90%
As of June 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 31.24%
Corporate 42.85%
Securitized 23.01%
Municipal 0.20%
Other 2.69%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.56%
Less than 1 Year
3.56%
Intermediate
59.37%
1 to 3 Years
16.10%
3 to 5 Years
19.42%
5 to 10 Years
23.84%
Long Term
35.85%
10 to 20 Years
9.80%
20 to 30 Years
23.17%
Over 30 Years
2.88%
Other
1.22%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial