Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.51%
Stock 65.39%
Bond 21.62%
Convertible 0.00%
Preferred -0.00%
Other 13.50%
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Market Capitalization

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

% Developed Markets: 89.37%    % Emerging Markets: 0.58%    % Unidentified Markets: 10.06%

Americas 88.19%
86.67%
Canada 2.01%
United States 84.67%
1.51%
Chile 0.05%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.57%
United Kingdom 0.36%
0.12%
Finland 0.00%
France 0.02%
Germany 0.00%
Ireland -0.00%
Italy 0.00%
Netherlands 0.00%
Spain 0.00%
Sweden 0.00%
0.00%
0.09%
Israel 0.09%
Greater Asia 1.19%
Japan 0.00%
0.02%
Australia 0.00%
0.65%
Hong Kong 0.26%
Singapore 0.39%
Taiwan -0.00%
0.52%
China 0.16%
Indonesia 0.04%
Kazakhstan 0.27%
Malaysia 0.05%
Unidentified Region 10.06%

Bond Credit Quality Exposure

AAA 0.07%
AA 10.51%
A 0.25%
BBB 2.46%
BB 2.95%
B 22.13%
Below B 21.43%
    CCC 21.42%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.65%
Not Available 38.54%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
9.04%
Materials
0.13%
Consumer Discretionary
3.18%
Financials
9.45%
Real Estate
-3.72%
Sensitive
41.64%
Communication Services
17.98%
Energy
16.73%
Industrials
5.30%
Information Technology
1.62%
Defensive
8.33%
Consumer Staples
7.14%
Health Care
1.19%
Utilities
0.00%
Not Classified
40.99%
Non Classified Equity
29.67%
Not Classified - Non Equity
11.32%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 40.11%
Corporate 51.30%
Securitized 0.00%
Municipal 1.02%
Other 7.57%
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Bond Maturity Exposure

Short Term
39.10%
Less than 1 Year
39.10%
Intermediate
60.02%
1 to 3 Years
16.15%
3 to 5 Years
30.58%
5 to 10 Years
13.29%
Long Term
0.90%
10 to 20 Years
0.25%
20 to 30 Years
0.56%
Over 30 Years
0.09%
Other
-0.02%
As of June 30, 2025
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