Asset Allocation

As of June 30, 2025.
Type % Net
Cash 57.42%
Stock 68.12%
Bond 14.50%
Convertible 0.00%
Preferred 0.00%
Other -40.04%
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Market Capitalization

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

% Developed Markets: 99.43%    % Emerging Markets: 0.50%    % Unidentified Markets: 0.07%

Americas 82.38%
82.13%
Canada 0.60%
United States 81.53%
0.25%
Brazil 0.03%
Mexico 0.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.29%
United Kingdom 2.20%
7.89%
Austria 0.02%
Belgium 0.13%
Denmark 0.38%
Finland 0.19%
France 1.40%
Germany 1.70%
Ireland 0.52%
Italy 0.35%
Netherlands 1.19%
Norway 0.05%
Portugal 0.01%
Spain 0.30%
Sweden 0.01%
Switzerland 1.41%
0.08%
Czech Republic 0.01%
Poland 0.07%
0.13%
Israel 0.26%
South Africa -0.13%
Greater Asia 7.26%
Japan 4.54%
1.63%
Australia 1.43%
0.64%
Hong Kong 0.27%
Singapore 0.36%
0.46%
Thailand 0.46%
Unidentified Region 0.07%

Bond Credit Quality Exposure

AAA 0.00%
AA 6.20%
A 0.00%
BBB 0.00%
BB 0.00%
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 93.80%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
32.00%
Materials
0.34%
Consumer Discretionary
11.12%
Financials
17.98%
Real Estate
2.56%
Sensitive
43.99%
Communication Services
7.11%
Energy
3.24%
Industrials
8.28%
Information Technology
25.37%
Defensive
17.42%
Consumer Staples
4.77%
Health Care
10.22%
Utilities
2.43%
Not Classified
6.59%
Non Classified Equity
0.35%
Not Classified - Non Equity
6.24%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 100.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
97.00%
Less than 1 Year
97.00%
Intermediate
3.00%
1 to 3 Years
3.00%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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