Asset Allocation

As of June 30, 2025.
Type % Net
Cash -49.63%
Stock 8.35%
Bond 129.2%
Convertible 0.00%
Preferred 2.72%
Other 9.30%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 88.05%    % Emerging Markets: 5.24%    % Unidentified Markets: 6.71%

Americas 76.01%
68.99%
Canada 0.33%
United States 68.66%
7.02%
Argentina 0.06%
Brazil 1.81%
Colombia 0.17%
Peru 0.76%
Venezuela 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.06%
United Kingdom 5.66%
10.28%
Austria 1.01%
France 1.87%
Germany 2.19%
Ireland 0.20%
Italy 0.86%
Netherlands 0.23%
Spain 0.88%
Switzerland 0.01%
1.09%
Russia 0.12%
Turkey 0.64%
0.04%
Greater Asia 0.22%
Japan 0.00%
0.00%
0.21%
Singapore 0.21%
0.00%
China 0.00%
Unidentified Region 6.71%

Bond Credit Quality Exposure

AAA 0.13%
AA 0.93%
A 1.26%
BBB 0.50%
BB 4.93%
B 12.18%
Below B 24.09%
    CCC 9.35%
    CC 2.99%
    C 4.69%
    DDD 0.00%
    DD 0.00%
    D 7.06%
Not Rated 13.20%
Not Available 42.78%
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 2.86%
Corporate 28.06%
Securitized 41.82%
Municipal 0.25%
Other 27.01%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
5.85%
Less than 1 Year
5.85%
Intermediate
53.61%
1 to 3 Years
15.09%
3 to 5 Years
20.96%
5 to 10 Years
17.56%
Long Term
39.45%
10 to 20 Years
26.13%
20 to 30 Years
5.80%
Over 30 Years
7.52%
Other
1.08%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial