Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.37%
Stock 58.81%
Bond 39.50%
Convertible 0.00%
Preferred 0.00%
Other 1.31%
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Market Capitalization

As of June 30, 2025
Large 87.01%
Mid 11.04%
Small 1.96%
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Region Exposure

% Developed Markets: 98.65%    % Emerging Markets: 0.05%    % Unidentified Markets: 0.96%

Americas 92.74%
91.44%
Canada 68.44%
United States 23.00%
1.30%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.89%
United Kingdom 1.44%
4.45%
France 1.99%
Ireland 0.95%
Netherlands 0.34%
Switzerland 1.17%
0.00%
0.00%
Greater Asia 0.06%
Japan 0.00%
0.06%
Australia 0.06%
0.00%
0.00%
Unidentified Region 0.96%

Bond Credit Quality Exposure

AAA 0.67%
AA 0.07%
A 17.74%
BBB 55.19%
BB 5.21%
B 0.07%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.52%
Not Available 19.52%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
38.62%
Materials
7.80%
Consumer Discretionary
4.04%
Financials
26.78%
Real Estate
0.00%
Sensitive
50.64%
Communication Services
10.67%
Energy
8.38%
Industrials
16.36%
Information Technology
15.23%
Defensive
10.46%
Consumer Staples
5.71%
Health Care
3.54%
Utilities
1.21%
Not Classified
0.29%
Non Classified Equity
0.29%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 8.90%
Corporate 71.35%
Securitized 1.10%
Municipal 0.00%
Other 18.64%
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Bond Maturity Exposure

Short Term
8.30%
Less than 1 Year
8.30%
Intermediate
55.06%
1 to 3 Years
4.78%
3 to 5 Years
13.96%
5 to 10 Years
36.31%
Long Term
35.32%
10 to 20 Years
9.90%
20 to 30 Years
10.19%
Over 30 Years
15.23%
Other
1.32%
As of June 30, 2025
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