Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.06%
Stock 32.97%
Bond 62.78%
Convertible 0.11%
Preferred 1.14%
Other 1.94%
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Market Capitalization

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

% Developed Markets: 98.41%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.59%

Americas 82.89%
79.78%
Canada 1.23%
United States 78.55%
3.11%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.11%
United Kingdom 7.09%
8.02%
France 0.32%
Ireland 1.86%
Netherlands 4.50%
Switzerland 0.57%
0.00%
0.00%
Greater Asia 0.42%
Japan 0.00%
0.42%
Australia 0.42%
0.00%
0.00%
Unidentified Region 1.59%

Bond Credit Quality Exposure

AAA 0.00%
AA 4.65%
A 2.98%
BBB 18.13%
BB 17.23%
B 13.33%
Below B 7.38%
    CCC 5.98%
    CC 0.46%
    C 0.94%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 36.30%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
15.05%
Materials
6.13%
Consumer Discretionary
3.43%
Financials
5.49%
Real Estate
0.00%
Sensitive
36.15%
Communication Services
2.28%
Energy
14.78%
Industrials
12.11%
Information Technology
6.98%
Defensive
42.18%
Consumer Staples
13.49%
Health Care
17.23%
Utilities
11.45%
Not Classified
6.62%
Non Classified Equity
2.04%
Not Classified - Non Equity
4.58%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 7.21%
Corporate 74.36%
Securitized 10.03%
Municipal 0.00%
Other 8.40%
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Bond Maturity Exposure

Short Term
23.35%
Less than 1 Year
23.35%
Intermediate
59.34%
1 to 3 Years
11.62%
3 to 5 Years
19.02%
5 to 10 Years
28.69%
Long Term
14.93%
10 to 20 Years
0.98%
20 to 30 Years
13.95%
Over 30 Years
0.00%
Other
2.39%
As of June 30, 2025
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