Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.63%
Stock 22.70%
Bond 35.50%
Convertible 0.00%
Preferred 0.00%
Other 39.18%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 3.49%    % Emerging Markets: 0.44%    % Unidentified Markets: 96.07%

Americas 3.49%
2.48%
United States 2.48%
1.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.44%
United Kingdom 0.44%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 96.07%

Bond Credit Quality Exposure

AAA 0.00%
AA 3.50%
A 0.00%
BBB 1.89%
BB 4.72%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 89.89%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 4.07%
Corporate 0.00%
Securitized 9.47%
Municipal 0.00%
Other 86.46%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
41.90%
Less than 1 Year
41.90%
Intermediate
36.38%
1 to 3 Years
31.53%
3 to 5 Years
4.85%
5 to 10 Years
0.00%
Long Term
9.47%
10 to 20 Years
6.61%
20 to 30 Years
2.86%
Over 30 Years
0.00%
Other
12.24%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial