Asset Allocation

As of June 30, 2025.
Type % Net
Cash -1.17%
Stock 52.22%
Bond 32.81%
Convertible 0.00%
Preferred 14.15%
Other 1.99%
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Market Capitalization

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

% Developed Markets: 93.72%    % Emerging Markets: 0.38%    % Unidentified Markets: 5.90%

Americas 92.50%
88.06%
Canada 2.71%
United States 85.35%
4.44%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.11%
United Kingdom 0.67%
0.44%
France 0.04%
Germany 0.05%
Greece 0.07%
Ireland 0.17%
Netherlands 0.11%
0.00%
0.00%
Greater Asia 0.49%
Japan 0.47%
0.02%
Australia 0.02%
0.00%
0.00%
Unidentified Region 5.90%

Bond Credit Quality Exposure

AAA 38.66%
AA 0.42%
A 2.33%
BBB 27.05%
BB 10.19%
B 0.11%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.13%
Not Available 21.11%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
56.84%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
23.72%
Real Estate
33.12%
Sensitive
0.20%
Communication Services
0.00%
Energy
0.20%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.63%
Consumer Staples
0.63%
Health Care
0.00%
Utilities
0.00%
Not Classified
42.33%
Non Classified Equity
3.36%
Not Classified - Non Equity
38.97%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 18.88%
Corporate 17.64%
Securitized 38.35%
Municipal 0.00%
Other 25.13%
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Bond Maturity Exposure

Short Term
18.60%
Less than 1 Year
18.60%
Intermediate
12.92%
1 to 3 Years
0.41%
3 to 5 Years
2.00%
5 to 10 Years
10.51%
Long Term
52.58%
10 to 20 Years
28.35%
20 to 30 Years
12.91%
Over 30 Years
11.32%
Other
15.90%
As of June 30, 2025
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