Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.78%
Stock 21.61%
Bond 9.45%
Convertible 0.00%
Preferred 0.15%
Other 69.57%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 16.71%    % Emerging Markets: 5.50%    % Unidentified Markets: 77.78%

Americas 7.05%
6.28%
Canada 1.17%
United States 5.12%
0.77%
Brazil 0.38%
Chile 0.07%
Colombia 0.01%
Mexico 0.22%
Peru 0.02%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.35%
United Kingdom 1.02%
3.10%
Austria 0.04%
Belgium 0.07%
Denmark 0.13%
Finland 0.06%
France 0.49%
Germany 0.45%
Greece 0.05%
Ireland 0.20%
Italy 0.20%
Netherlands 0.29%
Norway 0.07%
Portugal 0.02%
Spain 0.18%
Sweden 0.27%
Switzerland 0.48%
0.20%
Czech Republic 0.01%
Poland 0.10%
Turkey 0.06%
1.03%
Egypt 0.01%
Israel 0.15%
Qatar 0.07%
Saudi Arabia 0.32%
South Africa 0.27%
United Arab Emirates 0.14%
Greater Asia 9.82%
Japan 1.91%
0.63%
Australia 0.60%
3.29%
Hong Kong 0.47%
Singapore 0.17%
South Korea 0.99%
Taiwan 1.66%
3.98%
China 1.85%
India 1.71%
Indonesia 0.12%
Kazakhstan 0.00%
Malaysia 0.14%
Philippines 0.05%
Thailand 0.12%
Unidentified Region 77.78%

Bond Credit Quality Exposure

AAA 0.41%
AA 20.87%
A 20.36%
BBB 23.82%
BB 0.32%
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 34.21%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
10.87%
Materials
1.16%
Consumer Discretionary
2.05%
Financials
3.79%
Real Estate
3.87%
Sensitive
7.99%
Communication Services
1.30%
Energy
0.77%
Industrials
2.52%
Information Technology
3.40%
Defensive
2.62%
Consumer Staples
0.90%
Health Care
1.16%
Utilities
0.57%
Not Classified
78.52%
Non Classified Equity
0.25%
Not Classified - Non Equity
78.27%
As of June 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 51.97%
Corporate 47.10%
Securitized 0.00%
Municipal 0.00%
Other 0.92%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
43.06%
Less than 1 Year
43.06%
Intermediate
40.92%
1 to 3 Years
17.54%
3 to 5 Years
9.92%
5 to 10 Years
13.46%
Long Term
15.97%
10 to 20 Years
6.72%
20 to 30 Years
7.94%
Over 30 Years
1.31%
Other
0.05%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial