Asset Allocation

As of June 30, 2025.
Type % Net
Cash 16.60%
Stock 41.30%
Bond 41.28%
Convertible 0.00%
Preferred 0.01%
Other 0.80%
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Market Capitalization

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

% Developed Markets: 98.38%    % Emerging Markets: -0.40%    % Unidentified Markets: 2.01%

Americas 97.16%
97.34%
Canada 95.25%
United States 2.09%
-0.18%
Argentina -0.01%
Brazil -0.03%
Chile -0.01%
Colombia -0.01%
Mexico -0.02%
Peru -0.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.15%
United Kingdom -0.22%
1.22%
Belgium -0.00%
Denmark -0.00%
Finland 0.02%
France -0.00%
Germany 0.91%
Greece -0.00%
Ireland 0.09%
Netherlands -0.22%
Sweden -0.00%
Switzerland -0.16%
-0.05%
Czech Republic -0.00%
Poland -0.01%
Turkey -0.01%
0.21%
Egypt -0.01%
Israel 0.29%
Nigeria -0.00%
Qatar -0.01%
Saudi Arabia -0.02%
South Africa 0.01%
United Arab Emirates -0.02%
Greater Asia -0.33%
Japan 0.00%
-0.35%
Australia -0.35%
0.30%
Hong Kong -0.02%
Singapore -0.04%
South Korea -0.05%
Taiwan 0.41%
-0.27%
China -0.10%
India -0.10%
Indonesia -0.02%
Kazakhstan -0.00%
Malaysia -0.01%
Pakistan -0.00%
Philippines -0.01%
Thailand -0.03%
Unidentified Region 2.01%

Bond Credit Quality Exposure

AAA 0.00%
AA -0.81%
A -0.10%
BBB 1.15%
BB -0.15%
B -0.07%
Below B -0.04%
    CCC -0.04%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D -0.00%
Not Rated -0.00%
Not Available 100.0%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
40.21%
Materials
11.51%
Consumer Discretionary
3.94%
Financials
24.26%
Real Estate
0.50%
Sensitive
48.82%
Communication Services
2.84%
Energy
12.03%
Industrials
16.45%
Information Technology
17.51%
Defensive
8.57%
Consumer Staples
1.59%
Health Care
3.40%
Utilities
3.58%
Not Classified
2.41%
Non Classified Equity
3.29%
Not Classified - Non Equity
-0.89%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 95.36%
Corporate 0.66%
Securitized -0.00%
Municipal -0.01%
Other 3.98%
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Bond Maturity Exposure

Short Term
100.4%
Less than 1 Year
100.4%
Intermediate
-1.18%
1 to 3 Years
-0.08%
3 to 5 Years
-0.09%
5 to 10 Years
-1.01%
Long Term
-0.69%
10 to 20 Years
-0.10%
20 to 30 Years
-0.89%
Over 30 Years
0.31%
Other
1.51%
As of June 30, 2025
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