Asset Allocation

As of June 30, 2023.
Type % Net
Cash 24.64%
Stock 49.64%
Bond 25.98%
Convertible 0.00%
Preferred 1.44%
Other -1.69%
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Market Capitalization

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

% Developed Markets: 60.44%    % Emerging Markets: -0.48%    % Unidentified Markets: 40.04%

Americas 60.65%
59.63%
Canada 62.86%
United States -3.23%
1.02%
Argentina -0.00%
Brazil 0.08%
Chile -0.01%
Colombia -0.01%
Mexico -0.02%
Peru -0.01%
Venezuela -0.00%
As of June 30, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe -0.52%
United Kingdom 0.05%
-0.37%
France -0.30%
Germany -0.00%
Greece -0.00%
Ireland 0.29%
Italy -0.00%
Netherlands 0.23%
Spain -0.47%
Switzerland -0.28%
-0.04%
Czech Republic -0.00%
Poland -0.01%
Turkey -0.02%
-0.16%
Egypt -0.01%
Israel 0.14%
Nigeria -0.01%
Qatar -0.01%
Saudi Arabia -0.02%
South Africa -0.20%
United Arab Emirates -0.02%
Greater Asia -0.16%
Japan -0.00%
0.02%
Australia 0.03%
-0.03%
Hong Kong -0.01%
Singapore -0.00%
South Korea -0.03%
Taiwan 0.01%
-0.16%
China -0.07%
India -0.04%
Indonesia -0.02%
Kazakhstan -0.00%
Malaysia -0.01%
Pakistan -0.00%
Philippines -0.01%
Thailand -0.01%
Unidentified Region 40.04%

Bond Credit Quality Exposure

AAA -0.34%
AA -0.09%
A -2.62%
BBB 16.83%
BB 42.80%
B 18.74%
Below B -0.18%
    CCC -0.15%
    CC -0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D -0.02%
Not Rated -0.00%
Not Available 24.85%
Short Term 0.00%
As of June 30, 2023
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Stock Sector Exposure

Cyclical
8.46%
Materials
2.02%
Consumer Discretionary
1.41%
Financials
3.59%
Real Estate
1.45%
Sensitive
11.69%
Communication Services
-0.53%
Energy
1.36%
Industrials
7.06%
Information Technology
3.80%
Defensive
3.79%
Consumer Staples
1.30%
Health Care
1.57%
Utilities
0.91%
Not Classified
76.06%
Non Classified Equity
78.14%
Not Classified - Non Equity
-2.08%
As of June 30, 2023
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Bond Sector Exposure

As of June 30, 2023
Type % Net
Government -1.25%
Corporate 77.14%
Securitized 0.00%
Municipal -0.03%
Other 24.14%
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Bond Maturity Exposure

Short Term
1.55%
Less than 1 Year
1.55%
Intermediate
37.46%
1 to 3 Years
22.71%
3 to 5 Years
29.80%
5 to 10 Years
-15.05%
Long Term
52.63%
10 to 20 Years
-1.42%
20 to 30 Years
9.16%
Over 30 Years
44.89%
Other
8.36%
As of June 30, 2023
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