Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.12%
Stock 69.50%
Bond 28.18%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
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Market Capitalization

As of June 30, 2025
Large 50.88%
Mid 22.54%
Small 26.58%
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Region Exposure

% Developed Markets: 97.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.30%

Americas 97.70%
97.70%
Canada 3.48%
United States 94.22%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.30%

Bond Credit Quality Exposure

AAA 0.00%
AA 44.10%
A 4.37%
BBB 47.18%
BB 0.00%
B 3.38%
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 0.97%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
36.42%
Materials
1.64%
Consumer Discretionary
6.66%
Financials
28.12%
Real Estate
0.00%
Sensitive
35.68%
Communication Services
6.96%
Energy
13.91%
Industrials
8.27%
Information Technology
6.54%
Defensive
23.22%
Consumer Staples
3.62%
Health Care
19.60%
Utilities
0.00%
Not Classified
4.68%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.68%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 45.07%
Corporate 54.93%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
58.12%
Less than 1 Year
58.12%
Intermediate
35.32%
1 to 3 Years
14.66%
3 to 5 Years
13.97%
5 to 10 Years
6.69%
Long Term
6.56%
10 to 20 Years
0.00%
20 to 30 Years
6.56%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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