Asset Allocation

As of June 30, 2023.
Type % Net
Cash 1.07%
Stock 80.26%
Bond 17.47%
Convertible 0.00%
Preferred 1.94%
Other -0.74%
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Market Capitalization

As of June 30, 2023
Large 68.56%
Mid 26.51%
Small 4.93%
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Region Exposure

% Developed Markets: 98.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.22%

Americas 92.26%
92.26%
Canada 3.43%
United States 88.83%
0.00%
As of June 30, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.51%
United Kingdom 4.05%
2.16%
Ireland 1.75%
Switzerland 0.41%
0.00%
0.30%
Israel 0.30%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.22%

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
28.09%
Materials
12.72%
Consumer Discretionary
3.66%
Financials
6.80%
Real Estate
4.90%
Sensitive
43.35%
Communication Services
3.27%
Energy
0.00%
Industrials
14.24%
Information Technology
25.84%
Defensive
26.17%
Consumer Staples
5.25%
Health Care
13.52%
Utilities
7.40%
Not Classified
2.39%
Non Classified Equity
2.39%
Not Classified - Non Equity
0.00%
As of June 30, 2023
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Bond Sector Exposure

As of June 30, 2023
Type % Net
Government 68.50%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 31.50%
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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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