Asset Allocation

As of June 30, 2025.
Type % Net
Cash 5.10%
Stock 36.23%
Bond 71.36%
Convertible 0.00%
Preferred 3.20%
Other -15.88%
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Market Capitalization

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

% Developed Markets: 73.86%    % Emerging Markets: 30.05%    % Unidentified Markets: -3.90%

Americas 81.43%
59.24%
Canada 2.29%
United States 56.95%
22.19%
Argentina 11.25%
Brazil 2.05%
Chile 0.40%
Colombia 0.79%
Mexico 3.65%
Peru 0.46%
Venezuela 0.11%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.94%
United Kingdom 2.82%
8.31%
Austria 0.09%
Belgium 0.00%
Denmark 0.19%
Finland 0.04%
France 1.34%
Germany 0.91%
Greece 0.01%
Ireland 0.69%
Italy 0.55%
Netherlands 1.14%
Norway 0.04%
Portugal 0.00%
Spain 1.27%
Sweden 0.15%
Switzerland 0.30%
1.74%
Czech Republic 0.02%
Poland 0.38%
Russia 0.00%
Turkey 0.38%
5.08%
Egypt 1.18%
Israel 0.39%
Nigeria 0.20%
Qatar 0.15%
Saudi Arabia 0.12%
South Africa 0.75%
United Arab Emirates 0.18%
Greater Asia 4.53%
Japan 0.34%
0.24%
Australia 0.24%
0.83%
Hong Kong 0.18%
Singapore 0.11%
South Korea 0.16%
Taiwan 0.30%
3.12%
China 0.03%
India 0.36%
Indonesia 0.64%
Kazakhstan 0.41%
Malaysia 0.17%
Philippines 0.38%
Thailand 0.13%
Unidentified Region -3.90%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
18.74%
Materials
0.88%
Consumer Discretionary
1.64%
Financials
10.06%
Real Estate
6.16%
Sensitive
9.18%
Communication Services
1.09%
Energy
2.13%
Industrials
2.59%
Information Technology
3.37%
Defensive
7.29%
Consumer Staples
3.43%
Health Care
1.39%
Utilities
2.46%
Not Classified
64.78%
Non Classified Equity
3.10%
Not Classified - Non Equity
61.69%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 25.83%
Corporate 50.11%
Securitized 8.58%
Municipal 1.75%
Other 13.73%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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