Asset Allocation

As of May 31, 2025.
Type % Net
Cash 2.67%
Stock 57.49%
Bond 38.93%
Convertible 0.00%
Preferred 0.15%
Other 0.76%
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Market Capitalization

As of May 31, 2025
Large 80.58%
Mid 13.98%
Small 5.43%
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Region Exposure

% Developed Markets: 95.59%    % Emerging Markets: 3.01%    % Unidentified Markets: 1.40%

Americas 76.02%
75.19%
Canada 2.33%
United States 72.85%
0.83%
Brazil 0.64%
Chile 0.04%
Colombia 0.00%
Mexico 0.08%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.35%
United Kingdom 3.60%
8.51%
Austria 0.00%
Denmark 0.15%
Finland 0.17%
France 1.52%
Germany 1.55%
Ireland 1.61%
Italy 0.39%
Netherlands 0.47%
Norway 0.07%
Spain 0.54%
Sweden 0.28%
Switzerland 1.62%
0.03%
Poland 0.03%
0.21%
Israel 0.16%
South Africa 0.05%
Greater Asia 10.23%
Japan 3.92%
0.79%
Australia 0.65%
3.37%
Hong Kong 0.88%
Singapore 0.75%
South Korea 0.55%
Taiwan 1.19%
2.15%
China 1.52%
India 0.48%
Indonesia 0.14%
Malaysia 0.01%
Unidentified Region 1.40%

Bond Credit Quality Exposure

AAA 0.00%
AA 36.76%
A 17.75%
BBB 22.26%
BB 2.02%
B 1.46%
Below B 0.16%
    CCC 0.16%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.01%
Not Available 19.58%
Short Term 0.00%
As of May 31, 2025
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Stock Sector Exposure

Cyclical
31.36%
Materials
2.73%
Consumer Discretionary
9.27%
Financials
17.65%
Real Estate
1.71%
Sensitive
44.27%
Communication Services
8.29%
Energy
2.94%
Industrials
10.50%
Information Technology
22.54%
Defensive
15.70%
Consumer Staples
5.04%
Health Care
8.59%
Utilities
2.08%
Not Classified
8.67%
Non Classified Equity
0.05%
Not Classified - Non Equity
8.62%
As of May 31, 2025
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Bond Sector Exposure

As of May 31, 2025
Type % Net
Government 37.00%
Corporate 49.01%
Securitized 13.66%
Municipal 0.00%
Other 0.33%
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Bond Maturity Exposure

Short Term
14.14%
Less than 1 Year
14.14%
Intermediate
52.09%
1 to 3 Years
10.30%
3 to 5 Years
15.64%
5 to 10 Years
26.15%
Long Term
33.66%
10 to 20 Years
10.24%
20 to 30 Years
22.92%
Over 30 Years
0.50%
Other
0.11%
As of May 31, 2025
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