Asset Allocation

As of June 30, 2025.
Type % Net
Cash 38.57%
Stock 14.47%
Bond 27.88%
Convertible 0.00%
Preferred -0.03%
Other 19.10%
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Market Capitalization

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

% Developed Markets: 68.21%    % Emerging Markets: 0.39%    % Unidentified Markets: 31.41%

Americas 64.22%
62.75%
Canada 2.07%
United States 60.67%
1.48%
Brazil 0.30%
Colombia 0.00%
Mexico 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.64%
United Kingdom 0.32%
2.31%
Austria 0.00%
Belgium 0.02%
Denmark 0.06%
Finland 0.01%
France 0.06%
Germany 0.28%
Ireland 1.39%
Italy 0.05%
Netherlands 0.19%
Norway 0.03%
Spain 0.06%
Sweden 0.03%
Switzerland 0.14%
0.00%
Czech Republic 0.00%
Poland 0.00%
Turkey -0.00%
0.01%
Israel 0.00%
South Africa 0.01%
United Arab Emirates -0.00%
Greater Asia 1.73%
Japan 1.25%
0.05%
Australia 0.05%
0.36%
Hong Kong 0.28%
Singapore -0.00%
South Korea 0.07%
Taiwan 0.01%
0.07%
China 0.07%
India 0.00%
Thailand 0.00%
Unidentified Region 31.41%

Bond Credit Quality Exposure

AAA 6.13%
AA 35.02%
A 3.51%
BBB 1.33%
BB 1.22%
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 0.07%
Not Available 52.72%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
9.85%
Materials
0.82%
Consumer Discretionary
2.87%
Financials
3.97%
Real Estate
2.19%
Sensitive
7.39%
Communication Services
0.15%
Energy
0.08%
Industrials
6.04%
Information Technology
1.12%
Defensive
7.78%
Consumer Staples
0.79%
Health Care
2.80%
Utilities
4.19%
Not Classified
74.99%
Non Classified Equity
-0.11%
Not Classified - Non Equity
75.10%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 86.08%
Corporate 3.46%
Securitized 9.80%
Municipal -0.00%
Other 0.66%
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Bond Maturity Exposure

Short Term
64.99%
Less than 1 Year
64.99%
Intermediate
21.90%
1 to 3 Years
15.31%
3 to 5 Years
1.42%
5 to 10 Years
5.17%
Long Term
12.76%
10 to 20 Years
1.91%
20 to 30 Years
7.76%
Over 30 Years
3.09%
Other
0.35%
As of June 30, 2025
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