Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.19%
Stock 80.17%
Bond 8.13%
Convertible 0.00%
Preferred 0.17%
Other 11.35%
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Market Capitalization

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

% Developed Markets: 88.30%    % Emerging Markets: 0.00%    % Unidentified Markets: 11.70%

Americas 89.75%
84.83%
Canada 3.87%
United States 80.96%
4.92%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe -1.56%
United Kingdom 0.00%
-1.82%
Ireland -1.82%
0.00%
0.25%
Israel 0.25%
Greater Asia 0.11%
Japan 0.00%
0.00%
0.11%
Singapore 0.11%
0.00%
Unidentified Region 11.70%

Bond Credit Quality Exposure

AAA 0.00%
AA -19.94%
A 0.00%
BBB 0.00%
BB 0.00%
B 51.30%
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 68.64%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
8.85%
Materials
-1.90%
Consumer Discretionary
5.41%
Financials
4.92%
Real Estate
0.42%
Sensitive
10.79%
Communication Services
3.61%
Energy
-3.21%
Industrials
9.63%
Information Technology
0.76%
Defensive
9.73%
Consumer Staples
5.42%
Health Care
2.77%
Utilities
1.54%
Not Classified
70.63%
Non Classified Equity
70.63%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 2.83%
Corporate 70.55%
Securitized 0.00%
Municipal 0.00%
Other 26.62%
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Bond Maturity Exposure

Short Term
25.70%
Less than 1 Year
25.70%
Intermediate
74.30%
1 to 3 Years
-19.13%
3 to 5 Years
28.10%
5 to 10 Years
65.33%
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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