Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.97%
Stock 60.25%
Bond 38.56%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

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

% Developed Markets: 100.8%    % Emerging Markets: 0.09%    % Unidentified Markets: -0.86%

Americas 97.89%
97.45%
Canada 0.13%
United States 97.32%
0.44%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.90%
United Kingdom 1.04%
1.85%
France 0.01%
Ireland 1.26%
Netherlands 0.17%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.07%
Japan 0.07%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region -0.86%

Bond Credit Quality Exposure

AAA 10.11%
AA 50.07%
A 8.28%
BBB 9.80%
BB 0.20%
B 0.10%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.28%
Not Available 21.16%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
18.70%
Materials
1.61%
Consumer Discretionary
6.60%
Financials
9.01%
Real Estate
1.48%
Sensitive
30.02%
Communication Services
4.99%
Energy
2.23%
Industrials
5.18%
Information Technology
17.61%
Defensive
11.66%
Consumer Staples
3.15%
Health Care
7.19%
Utilities
1.33%
Not Classified
39.62%
Non Classified Equity
0.11%
Not Classified - Non Equity
39.51%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 36.67%
Corporate 17.24%
Securitized 44.56%
Municipal 1.04%
Other 0.49%
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Bond Maturity Exposure

Short Term
3.70%
Less than 1 Year
3.70%
Intermediate
49.92%
1 to 3 Years
9.56%
3 to 5 Years
12.48%
5 to 10 Years
27.87%
Long Term
45.73%
10 to 20 Years
8.71%
20 to 30 Years
31.35%
Over 30 Years
5.67%
Other
0.66%
As of June 30, 2025
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