Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.67%
Stock 52.33%
Bond 45.33%
Convertible 0.00%
Preferred 0.07%
Other 1.60%
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Market Capitalization

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

% Developed Markets: 95.62%    % Emerging Markets: 3.28%    % Unidentified Markets: 1.10%

Americas 79.61%
78.93%
Canada 2.13%
United States 76.80%
0.68%
Brazil 0.19%
Chile 0.10%
Colombia 0.01%
Mexico 0.10%
Peru 0.01%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.57%
United Kingdom 2.49%
7.31%
Austria 0.05%
Belgium 0.12%
Denmark 0.27%
Finland 0.21%
France 1.15%
Germany 1.13%
Greece 0.04%
Ireland 0.90%
Italy 0.36%
Netherlands 0.78%
Norway 0.17%
Portugal 0.04%
Spain 0.39%
Sweden 0.44%
Switzerland 1.07%
0.10%
Czech Republic 0.01%
Poland 0.05%
Turkey 0.03%
0.66%
Egypt 0.01%
Israel 0.18%
Qatar 0.02%
Saudi Arabia 0.17%
South Africa 0.18%
United Arab Emirates 0.09%
Greater Asia 8.72%
Japan 3.05%
1.10%
Australia 1.07%
2.27%
Hong Kong 0.43%
Singapore 0.30%
South Korea 0.53%
Taiwan 1.00%
2.30%
China 1.08%
India 0.96%
Indonesia 0.04%
Malaysia 0.12%
Philippines 0.02%
Thailand 0.08%
Unidentified Region 1.10%

Bond Credit Quality Exposure

AAA 3.29%
AA 59.76%
A 8.95%
BBB 11.80%
BB 0.15%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 16.05%
Short Term 0.00%
As of May 31, 2025
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Stock Sector Exposure

Cyclical
19.75%
Materials
1.91%
Consumer Discretionary
5.37%
Financials
9.07%
Real Estate
3.40%
Sensitive
23.95%
Communication Services
3.60%
Energy
1.84%
Industrials
5.95%
Information Technology
12.56%
Defensive
8.83%
Consumer Staples
2.88%
Health Care
4.76%
Utilities
1.20%
Not Classified
47.47%
Non Classified Equity
0.10%
Not Classified - Non Equity
47.38%
As of May 31, 2025
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Bond Sector Exposure

As of May 31, 2025
Type % Net
Government 55.71%
Corporate 23.25%
Securitized 20.03%
Municipal 0.48%
Other 0.53%
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Bond Maturity Exposure

Short Term
0.27%
Less than 1 Year
0.27%
Intermediate
60.45%
1 to 3 Years
22.07%
3 to 5 Years
17.20%
5 to 10 Years
21.18%
Long Term
39.21%
10 to 20 Years
9.92%
20 to 30 Years
28.35%
Over 30 Years
0.95%
Other
0.06%
As of May 31, 2025
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